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4900 Tiedeman Road Oh-01-49-0215, Brooklyn, OH 44144 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2017-03-13 |
Branch Locations
4900 Tiedeman Road, Brooklyn, OH 44144 • United States
Flourtown, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Philadelphia | PA | 08/2016 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Philadelphia | PA | 11/2016 | 03/2017 |
| Key Investment Services Llc | Plymouth Meeting | PA | 03/2017 | 01/2021 |
| Key Investment Services Llc | Brooklyn | OH | 01/2021 | Present |
1) Calvary Church - Wyncote, not investment-related, 7910 Washington Lane, Wyncote, PA 19095, church/religious, Director of Worship & music ministry, start date 8/20/17, 40-60 hours a month, 0 hours during securities trading hours; 2) LIFTED HANDS MINISTRY; NATURE: Counseling - I have been counseling in my role at Calvary Church which has been ongoing since 2019. I am expanding and taking on a few clients outside of the church. The official start of taking on outside clients will be on July 1st. INVESTMENT RELATED: No; NUMBER OF HOURS: 60; SECURITIES TRADING HOURS: 0; START DATE: 07/01/2025; ADDRESS: 1818 Bethlehem Pike, Unit #117, Flourtown PA 19031, United States; DESCRIPTION: Provide counseling services to individuals and families experiencing crisis.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-09-04 |
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