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Keith Udine Saunders

Winthrop Partners - Epa, LLC

Orchard, NY

Doylestown, PA

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Current Employers
Winthrop Partners - Epa, Llc

21 Princeton Place Suite 230, Orchard, NY 14127 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2025-11-03
  • PA RA
    APPROVED
    Since 2025-11-03

Branch Locations

21 Princeton Place Suite 230, Orchard, NY 14127 • United States

111-113 E. Court Street, Doylestown, PA 18901 • 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
Stateside Vodka Philadelphia PA 06/2016 10/2016
Unemployed - Student Philadelphia PA 10/2016 05/2018
Insight Global Philadelphia PA 05/2018 10/2020
Liberty Mutual Insurance Philadelphia PA 10/2020 Present
Winthrop Partners - Epa, Llc Doylestown PA 02/2023 Present
  • 06/2016 → 10/2016
    Stateside Vodka
    Philadelphia, PA
  • 10/2016 → 05/2018
    Unemployed - Student
    Philadelphia, PA
  • 05/2018 → 10/2020
    Insight Global
    Philadelphia, PA
  • 10/2020 → Present
    Liberty Mutual Insurance
    Philadelphia, PA
  • 02/2023 → Present
    Winthrop Partners - Epa, Llc
    Doylestown, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-09-17
  • S65 Uniform Investment Adviser Law Examination
    2025-09-17

View on SEC IAPD

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