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Cheryl Ann Himmel

Key Investment Services LLC

Lakewood, NY

Brooklyn, OH

CRD 4330166

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Employer firm

Key Investment Services LLC CRD 136300

$8.88B regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Key Investment Services Llc

4900 Tiedeman Road Oh-01-49-0215, Brooklyn, OH 44144 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-03-26
  • NY RA
    APPROVED
    Since 2021-03-26

Branch Locations

369 E Fairmount Avenue, Lakewood, NY 14750 • United States

4900 Tiedeman Road, Brooklyn, OH 44144 • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Key Investment Services Llc Buffalo NY 01/2006 Present
Other Businesses

1.) OLD NAVY;CHAUTAUQUA MALL, FAIRMOUNT AVE LAKEWOOD, NY; RETAIL CLOTHING STORE; SALES ASSOCIATE; 60-80 HOURS A MONTH NOT DURING TRADING HOURS. 2.) TARGET - POSITION: style consultant NATURE: retail store INVESTMENT RELATED: No NUMBER OF HOURS: 72 SECURITIES TRADING HOURS: 0 START DATE: 07/30/2023 ADDRESS: 975 Fairmount Ave, Jamestown NY 14701, United States DESCRIPTION: work in style dept. recovering and unpacking shipment

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2001-10-01
  • S66 Uniform Combined State Law Examination
    2001-10-01
Other Names
  • Cheryl Ann Harper
  • Cheryl Ann Harper

View on SEC IAPD

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