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Donna M. Barth

Key Investment Services LLC

Depew, NY

Brooklyn, OH

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Current Employers
Key Investment Services Llc

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2022-05-02
  • NY RA
    APPROVED
    Since 2022-05-02

Branch Locations

1455 French Road, Depew, NY 14043 • United States

4900 Tiedeman Road, Brooklyn, OH 44144 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lpl Financial Llc Charlotte NC 08/2012 09/2016
First Niagara Bank Depew NY 08/2012 09/2016
Key Investment Services Llc Cheekotwaga NY 09/2016 12/2016
Keybank Depew NY 09/2016 Present
Key Investment Services Llc Cheekotwaga NY 12/2016 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-04-30
S63 Uniform Securities Agent State Law Examination 2001-08-28
  • S65 Uniform Investment Adviser Law Examination
    2022-04-30
  • S63 Uniform Securities Agent State Law Examination
    2001-08-28
Other Names
  • Donna M. Lange
  • Donna M. Wilkins

View on SEC IAPD

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Other Offices

J.P. MORGAN SECURITIES LLC · Depew, NY
CITIZENS SECURITIES, INC. · DEPEW, NY
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Depew, NY
PFS INVESTMENTS INC. · CHEEKTOWAGA, NY
OSAIC WEALTH, INC. · DEPEW, NY
J.P. MORGAN SECURITIES LLC · Depew, NY
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · DEPEW, NY
KEY INVESTMENT SERVICES LLC · Lancaster, NY

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