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Mark D Beaver

Keeler & Nadler Family Wealth

Dublin, OH

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Current Employers
Keeler & Nadler Family Wealth

565 Metro Place South Suite 280, Dublin, OH 43017 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2014-10-20
  • OH RA
    APPROVED
    Since 2014-10-20

Branch Locations

565 Metro Place South Suite 280, Dublin, OH 43017 • 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
Keeler & Nadler Financial Planning & Wealth Mgmt, Llc Dublin OH 03/2010 Present
Purshe Kaplan Sterling Investments, Inc. Albany NY 11/2014 04/2023
  • 03/2010 → Present
    Keeler & Nadler Financial Planning & Wealth Mgmt, Llc
    Dublin, OH
  • 11/2014 → 04/2023
    Purshe Kaplan Sterling Investments, Inc.
    Albany, NY
Previous Registrations
Other Businesses

1)PLUS FINANCIAL NETWORK, NOT INVESTMENT RELATED, 2155 BUTTERFIELD DR., STE 102 SOUTH, TROY, MI 48084; FIXED INSURANCE AGENT; STARTED 11/2014; 5 HRS PER MONTH; .5 DURING TRADING HRS; PROVIDE CLIENTS WITH LIFE, DISABILITY, AND LONG TERM CARE INSURANCE PRODUCTS.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-05-31
  • S66 Uniform Combined State Law Examination
    2011-05-31
Designations

View on SEC IAPD

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