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4900 Tiedeman Road Oh-01-49-0215, Brooklyn, OH 44144 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2007-01-12 |
Branch Locations
2299 Highland Dr., Salt Lake City, UT 84106 • United States
4900 Tiedeman Road, Brooklyn, OH 44144 • 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 Investment Services Llc | Boise | ID | 02/2006 | Present |
BOUNDARY SPRINGS WATERS USERS ASSOCIATION POSITION: null NATURE: Boundary Springs Waters Users Association was created to manage a water share that is made up of a particular geography that allows residents to be a shareholder in the water share for the sole benefit of the homeowner to have access to water on their property. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 12/01/2025 ADDRESS: 3543 E Monza Drive, Millcreek UT 84109, United States DESCRIPTION: Position: Secretary -Responsible for organizing quarterly board meetings, sending out notices, and taking notes, Setting up annual shareholder meeting, preparing power point presentation, sending out notices and proxies to shareholders, Keeping track of the issues that comes to the board and making sure they are addressed and completed, Maintaining proper records of shareholders and updating certificates if needed.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-12-21 |
| S63 | Uniform Securities Agent State Law Examination | 2000-10-05 |
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