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1045A Andrew Drive, West Chester, PA 19380 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2022-04-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Osaic Wealth, Inc. | West Chester | PA | 05/2017 | Present |
| Key Financial, Inc. | West Chester | PA | 08/2015 | Present |
1. KEY FINANCIAL INC POSITION: Key Client Specialist NATURE: S-Corp INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITY TRADING HOURS: 130 START DATE: 08/01/2015 ADDRESS: 10145 Andrew Drive, Suite A, West Chester, PA 19380 DESCRIPTION: Assisting Advisor, Patricia Brennan, with day to day client services; processing paperwork for opening of accounts, transferring accounts, distributions, mobile deposit of checks. Take notes during client meetings.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-02-15 |
| S63 | Uniform Securities Agent State Law Examination | 1993-12-06 |
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