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Charles David Keller

Master'S Wealth Management Inc.

Leola, PA

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Current Employers
Master'S Wealth Management Inc.

1415 E Oregon Rd, Leola, PA 17540 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2024-03-27
  • PA RA
    APPROVED
    Since 2024-03-27

Branch Locations

1415 E Oregon Rd, Leola, PA 17540 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Securities America, Inc. Lancaster PA 11/2002 03/2024
Master'S Financial Associates, Inc. Lancaster PA 05/1994 07/2025
Securities America Advisors, Inc. Lancaster PA 10/2012 03/2024
Master's Wealth Management Inc. Lancaster PA 03/2024 Present
  • 11/2002 → 03/2024
    Securities America, Inc.
    Lancaster, PA
  • 05/1994 → 07/2025
    Master'S Financial Associates, Inc.
    Lancaster, PA
  • 10/2012 → 03/2024
    Securities America Advisors, Inc.
    Lancaster, PA
  • 03/2024 → Present
    Master's Wealth Management Inc.
    Lancaster, PA
Previous Registrations
  • 2012-10-05 → 2024-04-01
    Securities America Advisors, Inc.
    Lancaster, PA
    Lititz, PA
  • 2002-01-18 → 2012-12-31
    Master'S Advisors, Inc.
    Lancaster, PA
    Lancaster, PA
    Lititz, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1993-10-06
S63 Uniform Securities Agent State Law Examination 1990-11-26
  • S65 Uniform Investment Adviser Law Examination
    1993-10-06
  • S63 Uniform Securities Agent State Law Examination
    1990-11-26

View on SEC IAPD

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