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4900 Tiedeman Road Oh-01-49-0215, Brooklyn, OH 44144 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2017-05-05 |
Branch Locations
10 West Market Street Suite 900, Indianapolis, IN 46204 • United States
3507 Kyoto Gardens Drive, Suite 100, Palm Beach Gardens, FL 33410 • United States
4900 Tiedeman Road, Brooklyn, OH 44144 • United States
200 Middle Street, Suite 301, Portland, ME 04101 • United States
1700 Bausch & Lomb Place Suite 1610, Rochester, NY 14604 • United States
4137 Boardman Canfield Road, Canfield, OH 44406 • United States
3777 Tamiami Trail North Suite 100, Naples, FL 34103 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial | Lockport | NY | 05/2012 | 09/2016 |
| First Niagara Securities | Lockport | NY | 05/2012 | 09/2016 |
| Key Investment Services Llc | Rochester | NY | 09/2016 | 05/2017 |
| Key Investment Services Llc | Brooklyn | OH | 05/2017 | 07/2024 |
| Key Investment Services Llc | Brooklyn | OH | 07/2024 | Present |
02/22/2022- POA FOR RR MOTHER- 14 KUEBELER DR. ROCHESTER, NY 14624- FINANCIAL AND OTHER ASSISTANCE FOR MY MOTHER- ZERO INCOME, ZERO HOURS DURING TRADING, 3HRS/MONTH.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-07-07 |
| S63 | Uniform Securities Agent State Law Examination | 1988-02-18 |
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