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4900 Tiedeman Road Oh-01-49-0215, Brooklyn, OH 44144 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2022-05-02 |
Branch Locations
7950 Brewerton Road, Cicero, NY 13039 • United States
4900 Tiedeman Road, Brooklyn, OH 44144 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial | Cicero | NY | 05/2012 | 09/2016 |
| Key Investment Services Llc | Syracuse | NY | 09/2016 | 05/2022 |
| Keybank | Cicero | NY | 09/2016 | 02/2017 |
| Keybank | Cicero | NY | 02/2017 | 05/2022 |
| Keybank | Cicero | NY | 05/2022 | Present |
| Key Investment Services Llc | Brooklyn | OH | 05/2022 | Present |
Advocates, Inc. - Not investment-related - 290 Elwood Davis Rd, Suite 101, Liverpool, NY 13088, Not for profit organization for families with children with disabilities - role is Director - start date 1/2004 - 2-3 hours a month - 2-3 during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-04-29 |
| S63 | Uniform Securities Agent State Law Examination | 2001-07-11 |
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