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4135 Nw Urbandale Dr, Urbandale, IA 50322 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-04-08 |
Branch Locations
1325 N River St Suite 209, Plains Twp, PA 18702 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Malave Financial Services | Maywood | NJ | 09/2021 | 12/2022 |
| Burger King | Clifton | NJ | 06/2017 | 05/2018 |
| Gleason Wellness | Glen Rock | NJ | 12/2017 | 08/2018 |
| Passaic County Technical Institute | Wayne | NJ | 09/2015 | 08/2019 |
| Wilkes University | Wilkes Barre | PA | 08/2019 | 05/2023 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 01/2022 | 02/2025 |
| A Squared Pool Management | West Milford | NJ | 08/2016 | 09/2021 |
| Northwestern Mutual Investment Services Llc | Moosic | PA | 12/2023 | 02/2025 |
| Malave Financial Services | Maywood | NJ | 09/2021 | 12/2022 |
| Burger King | Clifton | NJ | 06/2017 | 05/2018 |
| Gleason Wellness | Glen Rock | NJ | 12/2017 | 08/2018 |
| Passaic County Technical Institute | Wayne | NJ | 09/2015 | 08/2019 |
| Wilkes University | Wilkes Barre | PA | 08/2019 | 05/2023 |
| A Squared Pool Management | West Milford | NJ | 08/2016 | 09/2021 |
| Northwestern Mutual Investment Services Llc | Moosic | PA | 12/2023 | 08/2024 |
| Bankers Life & Casualty, Inc | Wilkes-Barre | PA | 03/2025 | 10/2025 |
| Student | Clifton | NJ | 09/2014 | 06/2017 |
| Bankers Life Securities, Inc | Wilkes-Barre | PA | 09/2025 | 10/2025 |
| Keystone Legacy Financial, Llc | Plains | PA | 10/2025 | Present |
| Integrity Alliance | Urbandale | IA | 02/2026 | Present |
Keystone Legacy Financial, LLC, Not investment-related,1325 N River St., Ste. 209, Wilkes-Barre, PA 18702, Keystone Legacy Financial, LLC is an independent insurance agency. My activities are limited to the sale of insurance products. I do not currently sell, solicit, or participate in securities transactions. Any future securities activity would occur only after formal appointment and firm approval. Insurance agent. No securities sales or solicitation at this time. Start date- 10/01/2025, 160 hrs a mth to this business,120 hrs securities trading hrs, Prospecting, scheduling and meeting with clients, conducting needs-based insurance reviews, assisting with Medicarerelated insurance plan selection and enrollment, submitting insurance applications, and ongoing client service. No custody of client funds or securities, no discretionary trading, and no securities solicitation or execution through this outside activity.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-04-04 |
| S63 | Uniform Securities Agent State Law Examination | 2025-09-30 |
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