Michael Loren Keitz

Current Employers

Keitz Investment Management Ltd.

1126 Horsham Road Suite 110, Ambler, PA 19002 • United States

Current Registrations

Authority	Category	Status	Date
PA	RA	APPROVED	1995-02-10

PA RA
APPROVED

Since 1995-02-10

Branch Locations

1126 Horsham Rd Suite 110, Ambler, PA 19002 • United States

Disclosures

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.

Regulatory action Yes
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Keitz Investment Management Ltd	Jenkintown	PA	10/1994	Present

10/1994 → Present

Keitz Investment Management Ltd

Jenkintown, PA

Previous Registrations

2006-02-14 → 2013-06-14

Stifel Independent Advisors, Llc

Jenkintown, PA

Jenkintown, PA

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1994-12-01
S63	Uniform Securities Agent State Law Examination	1992-07-20

S65 Uniform Investment Adviser Law Examination

1994-12-01
S63 Uniform Securities Agent State Law Examination

1992-07-20

View on SEC IAPD

Current Employers

Keitz Investment Management Ltd.

Disclosures

Employment History

Previous Registrations

Exams

Other Firms

Other Investors

Other Offices

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