Brian Thomas Mckee

Current Employers

Employment History

• 06/2006 → 11/2018
  Signator Investors / John Hancock
  Albany, NY
• 11/2018 → Present
  Osaic Wealth, Inc.
  Albany, NY

Other Businesses

1. ROSENDALE RENTALS POSITION: Member of LLC NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 01/01/2013 ADDRESS: po box 16051, Albany, NY 12212, United States DESCRIPTION: Member of LLc holding rental properties 2. ROSENDALE CONSTRUCTION LLC POSITION: owner operator NATURE: Home Improvement, and General construction services INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2022 ADDRESS: po box 16051, Albany NY 12212, United States DESCRIPTION: estimates, carpentry, electrician services, landscaping services, plumbing services, repairs, design, planning, 3. POWER OF ATTORNEY POSITION: Power of Attorney NATURE: Power of Attorney for my mother Sara McKee INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 01/15/2019 ADDRESS: 421 New Karner Road, Ste 9, Albany NY 12205, United States DESCRIPTION: Assist mother with her financial decisions and accounts 4. ROSENDALE HOLDINGS LLC POSITION: Member of LLC NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 01/01/2013 ADDRESS: po box 16051, Albany NY 12212, United States DESCRIPTION: member of LLC 5. KEYSTONE FINANCIAL MANAGEMENT LLC POSITION: Investment Advisor Representative NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 140 START DATE: 10/23/2009 ADDRESS: 421 New Karner Road, suite 9, Albany NY 12205, United States DESCRIPTION: Sales and Marketing of Securities, Investment Advisory and Insurance Products 6. KEYSTONE FINANCIAL MANAGEMENT LLC/FIXED INSURANCE POSITION: investment advisor representative NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 10/23/2009 ADDRESS: 421 New Karner Road, suite 9, Albany NY 12205, United States DESCRIPTION: Sales and Marketing of fixed annuities and non variable insurance. 7. ROSENDALE MANAGEMENT LLC POSITION: member of llc NATURE: llc INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 01/01/2013 ADDRESS: po box 16051, albany NY 12212, United States DESCRIPTION: member of llc

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-12-20
• S63 Uniform Securities Agent State Law Examination
  2006-06-27