Timothy Douglas Lobach
Professional Summary
Timothy Douglas Lobach, who also goes by Tim Douglas Lobach, Timothy Lobach, is a registered financial advisor currently at KEYSTONE TRADING PARTNERS located in Wayne, Pennsylvania. Timothy is registered as a RR (Registered Representative) and started their career in finance in 2006. Timothy has worked at 1 firm and has passed the Series 57TO, SIE, Series 3 and Series 15 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Tim Douglas Lobach, Timothy Lobach
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Years of Experience
42 years in the financial services industry
Current & Past Employments
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Current Firm
KEYSTONE TRADING PARTNERS
Contact Information
Main Address
7 Harford Lane, Wayne, PA 19087Mailing Address
Po Box 270, Clifton Heights, PA 19018Phone Number
(215) 874-3400Established
Pennsylvania since 06/22/1989Firm Type
PartnershipFiscal Year End
DecemberDocuments
Direct owners and executive officers
Disclosures
Regulatory Event
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 15 — Foreign Currency Options Examination
Passed Mar 1984SRO Registrations
SRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Timothy Douglas Lobach's CRS (Customer Relationship Summary).
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