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4900 Tiedeman Road Oh-01-49-0215, Brooklyn, OH 44144 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2022-07-06 |
Branch Locations
4900 Tiedeman Road, Brooklyn, OH 44144 • United States
275 Andover Park W., Seattle, WA 98188 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Key Bank | Seattle | WA | 03/1998 | 06/2022 |
| Key Investment Services | Burien | WA | 03/2015 | 06/2022 |
| Key Investment Services | Seattle | WA | 06/2022 | 10/2024 |
| Keybank Na | Seattle | WA | 10/2024 | Present |
| Key Investment Services, Llc | Brooklyn | OH | 10/2024 | Present |
Highline Medical Center Foundation; not investment related; 16259 Sylvester Rd SW, Suite 101 Burien, Washington 98166; Director/Board Member; to raise funds specifically supporting Highline Medical Center; 3 hours a month during non-trading times.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-06-27 |
| S63 | Uniform Securities Agent State Law Examination | 2004-11-30 |
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