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1045A Andrew Drive, West Chester, PA 19380 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2019-10-01 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Key Financial, Inc | West Chester | PA | 06/2012 | Present |
| Royal Alliance | West Chester | PA | 11/2012 | Present |
1. KEY FINANCIAL, INC. POSITION: Advisor NATURE: S-Corp INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 10/27/2016 ADDRESS: 1045 Andrew Drive, West Chester PA 19380, United States DESCRIPTION: Assisting Patricia Brennan with new clients, existing clients, and prospect clients.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-10-18 |
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