Lance Isaiah Roetling

Current Employers

Employment History

• 10/2011 → 10/2016
  Vitamix
  Cleveland, OH
• 10/2016 → 10/2017
  Moccias Train Stop
  Schwenksville, PA
• 10/2017 → 06/2018
  Haberle Steel
  Souderton, PA
• 06/2018 → 05/2020
  Td Bank N.A.
  Royersford, PA
• 05/2020 → 08/2024
  Td Private Client Wealth Llc
  Cherry Hill, NJ
• 05/2020 → 08/2024
  Td Bank N.A.
  King Of Prussia, PA
• 05/2025 → Present
  Key Investment Services Llc
  Brooklyn, OH
• 08/2024 → 05/2025
  Rk Financial
  Plymouth Meeting, PA

Previous Registrations

• 2020-10-16 → 2024-08-30
  Td Private Client Wealth Llc
  Mount Laurel, NJ
  King Of Prussia, PA
  Marlton, NJ
  Haddon Township, NJ

Other Businesses

REVIVALS OUTREACH PERKAISE; NATURE: I am a cook that helps provide meals to people in need. INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 02/01/2025; ADDRESS: 4 S Ridge Road, Perkasie PA 18944, United States; DESCRIPTION: I work when I am needed about 5-10 hours a week; I have past experience in the kitchen, so I was hired to help guide volunteers in the kitchen as a leader; I made meals for the needy, make freezer meals and soups we use to give out to the community. I help review the food we get donated and make sure it's good and safe to use.

Exams

• S63 Uniform Securities Agent State Law Examination
  2025-10-17
• S65 Uniform Investment Adviser Law Examination
  2020-10-16

Other Names

• Lance I Roetling