Kent D Keith

Current Employers

Employment History

• 03/2008 → 06/2018
  Citigroup Global Markets Inc
  Blue Bell, PA
• 06/2009 → 06/2018
  Morgan Stanley Smith Barney
  Blue Bell, PA
• 01/2015 → 06/2018
  Morgan Stanley Private Bank, National Association
  New York, NY
• 06/2018 → Present
  Ameriprise Financial Services, Llc
  Blue Bell, PA

Previous Registrations

• 2009-06-01 → 2018-06-25
  Morgan Stanley
  Blue Bell, PA
• 2008-05-30 → 2009-06-01
  Citigroup Global Markets Inc.
  Blue Bell, PA

Other Businesses

Business Ownership; Double K Group LLC; Owner; FA's; 790 Penllyn Blue Bell Pk, Ste. 300Blue Bell, PA 19422, ,; Investment-Related; 06/22/2018; 60 hours per month; 10 to 19 during trading hours / XM Tax Consultants LLC; Owner; Consulting; 790 Penllyn Blue Bell Pk, Ste. 301, , Blue Bell, PA, 19422; Not Investment-Related; 06/22/2020; 10 to 19 hours per month; 1 to 9 during trading hours / Monkey Brain Software; Owner; Developing Software for remote workers. ; 14 Quail Dr., , DOYLESTOWN, PA, 18901; Not Investment-Related; 03/01/2025; 10 to 19 hours per month; 0 during trading hours. Board of Directors; Wealth Education Foundation; Founder / President; 14 Quail Dr., Doylestown, PA 18901, ,; Investment-Related; 08/01/2018; 1 to 9 hours per month; 0 during trading hours. Other Business Activities; Authoring a book; Writing a book about the subconscious mind; 14 Quail Dr., , Doylestown, PA, 18901; Not Investment-Related; 11/01/2020; 10 to 19 hours per month; 0 during trading hours / Retirement Planning in your 50's and 60's - and in your 30's and 40's; Writing two books about Retirement Planning ; 14 Quail Dr., , DOYLESTOWN, PA, 18901; Investment-Related; 03/01/2025; 10 to 19 hours per month; 0 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2008-05-22

Other Names

• Kent D Keith
• Kent Keith