Best Investors Account Sign in
Inactive

Ronald Vincent Samuels

Keystate Advisory, LLC

Wilmington, DE

Las Vegas, NV

Claim This Profile
Current Employers
Keystate Advisory, Llc

3883 Howard Hughes Pkwy Suite 500, Las Vegas, NV 89169 • United States

Current Registrations

AuthorityCategoryStatusDate
DE RA APPROVED 2022-05-11
  • DE RA
    APPROVED
    Since 2022-05-11

Branch Locations

919 N Market St Suite 225, Wilmington, DE 19801 • United States

3883 Howard Hughes Pkwy Suite 500, Las Vegas, NV 89169 • 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
Wsfs Bank Wilmington DE 04/2003 09/2021
Key-State Advisory Wilmington DE 01/2022 Present
Unemployed Wilmington DE 10/2021 01/2022
  • 04/2003 → 09/2021
    Wsfs Bank
    Wilmington, DE
  • 01/2022 → Present
    Key-State Advisory
    Wilmington, DE
  • 10/2021 → 01/2022
    Unemployed
    Wilmington, DE
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-05-11
  • S65 Uniform Investment Adviser Law Examination
    2022-05-11

View on SEC IAPD

Other Firms

OSAIC WEALTH, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
AMERIPRISE FINANCIAL SERVICES, LLC
KINGSVIEW WEALTH MANAGEMENT, LLC
WELLS FARGO CLEARING SERVICES, LLC
PNC WEALTH MANAGEMENT LLC
EDWARD JONES
RAYMOND JAMES & ASSOCIATES, INC.

Other Investors

LORI ANN RUTKOWSKI
ROBERT GEORGE ZIEGLER
GERARD PHILLIPPE VIARS
STEPHEN CRAIG MCDERMOTT
BRENT CHRISTOPHER FUCHS
Michelle Keiko Mullinix
ABBY LEIGH PUBUSKY
Sophie Schroyer

Other Offices

OSAIC WEALTH, INC. · WILMINGTON, DE
STATE FARM INVESTMENT MANAGEMENT CORP. · Wilmington, DE
AMERIPRISE FINANCIAL SERVICES, LLC · Wilmington, DE
KINGSVIEW WEALTH MANAGEMENT, LLC · Wilmington, DE
STATE FARM INVESTMENT MANAGEMENT CORP. · Wilmington, DE
WELLS FARGO CLEARING SERVICES, LLC · WILMINGTON, DE
PNC WEALTH MANAGEMENT LLC · WILMINGTON, DE
EDWARD JONES · WILMINGTON, DE

More in Wilmington, DE

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor