Patricia Clark Brennan

Current Employers

Employment History

• 04/1997 → Present
  Osaic Wealth, Inc.
  West Chester, PA
• 01/1990 → Present
  Key Financial Inc.
  West Chester, PA
• 09/1985 → Present
  Patricia Brennan
  West Chester, PA
• 11/2024 → Present
  Patti Brennan
  West Chester, PA

Other Businesses

1. FIXED INSURANCE POSITION: Owner NATURE: Sole Proprietorship INVESTMENT RELATED: No NUMBER OF HRS: 10 SECURITIES TRADING HOURS: 10 START DATE: 01/01/1985 ADDRESS: 1023 Hidden Hollow Lane, West Chester PA 19380 DESCRIPTION: Insurance sales - term life, LTC, permanent life, disability insurance 2. TURKS HEAD HEALTH SERVICES BOARD POSITION: Board Member NATURE: Non Profit INVESTMENT RELATED: No NUMBER OF HRS: 1 SECURITIES TRADING HOURS: 1 START DATE: 11/01/2014 ADDRESS: Chester County Hospital, 701 East Marshall Street, West Chester PA 19380 DESCRIPTION: Oversee the ongoing activities of Turks Head Health Center, and outpatient center which is a separate entity from Chester County Hospital. This is a board that meets 4 times a year. Hospital owns certain clinics outside of the hospital grounds and this entity manages those operations. Advisor serves on the board to control the management of these holdings. 3. CHESTER COUNTY HOSPITAL FOUNDATION INVESTMENT COMMITTEE POSITION: Committee Member NATURE: Non Profit Foundation INVESTMENT RELATED: Yes NUMBER OF HRS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/15/2014 ADDRESS: 1023 Hidden Hollow Lane, West Chester PA 19380 DESCRIPTION: I have been asked to serve on the Investment Committee for the Foundation of the Chester County Hospital. Listen to the managers who invest the money for the Foundation 4. KEY FINANCIAL, INC POSITION: President, CEO NATURE: Corporation - INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HRS: 130 START DATE: 01/01/1990 ADDRESS: 1045 Andrew Drive, Suite A, West Chester PA 19380 DESCRIPTION: Certified Financial Planner (CFP) providing comprehensive financial planning - investment monitoring and management, estate planning, college education planning. 5. CONNECT THROUGH CANCER POSITION: Board Member NATURE: It is a 501(c) 3 non-profit INVESTMENT RELATED: No NUMBER OF HRS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2021 ADDRESS: 381 Jenissa Drive, West Chester PA 19382 DESCRIPTION: Meet quarterly to provide feedback on the direction of the organization, services provided; and fundraising activities. 6. PATTI BRENNAN POSITION: Author NATURE: I wrote a book called "Am I Going to Be Okay?" which has been published with Forbes Books and will be out via Amazon on November 26th. The process has taken 6 years. The manuscript has gone through advertising compliance and they mandated that I hire an outside Compliance Company called Red Oak read and make any changes necessary - which I did - twice - for 5k each time. INVESTMENT RELATED: Yes NUMBER OF HRS: 2 SECURITIES TRADING HOURS: 1 START DATE: 11/26/2024 ADDRESS: 1023 Hidden Hollow Lane, WEST CHESTER PA 19380 DESCRIPTION: The hard work is done! Now its just a matter of doing posts on Forbes website (which will and have been preapproved) I have not promoted the activity on my personal website and understand that this website needs to be approved as well. It is not built yet. I think the address is PattiBrennan.com

Exams

• S65 Uniform Investment Adviser Law Examination
  1991-09-17
• S63 Uniform Securities Agent State Law Examination
  1986-02-06

Designations

Other Names

• Patricia Brennan
• Patricia Clark