Keith Thomas Forrest

Current Employers

Employment History

• 12/2006 → 06/2019
  Summit Brokerage Services Inc
  Brookville, FL
• 12/2006 → 06/2019
  Summit Financial Grp Inc
  Brookville, FL
• 06/2019 → Present
  Lpl Financial Llc
  Spring Hill, FL

Previous Registrations

• 2006-12-18 → 2019-06-10
  Summit Financial Group Inc
  Springhill, FL
• 2004-09-03 → 2006-12-19
  Ameriprise Advisor Services, Inc.
  Brooksville, FL

Other Businesses

1) 04/03/2019 - K&B INVESTMENT SERVICES LLC, - Business Entity For Tax/Investment Purposes Only - inv rel - at reported business location(s) - start: 06/2019 - 40 hr/mth 2) 04/03/2019 - Kanaar Financial Life - Non-Variable Insurance - inv rel - at reported business location(s) - start: 06/2019 - 4 hr/mth 3) 01/20/2023 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Insurance Agent - Start Date - 01/16/2023 - 1 Hours Per Month/1 Hours During Securities Trading 4) 01/30/2026 - Axonic Insurance - Non-Variable Insurance - Insurance Agent - Investment Related - At Reported Business Location(s) - Start Date 01/20/2026 - 1 hour per month/ during trading

Exams

• S65 Uniform Investment Adviser Law Examination
  2004-02-27
• S63 Uniform Securities Agent State Law Examination
  1996-04-11

Other Names

• Keith Forrest