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Solomon Lee Schmidt

Key Investment Services LLC

Brooklyn, OH

Waunakee, WI

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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
OH RA APPROVED 2022-03-21
  • OH RA
    APPROVED
    Since 2022-03-21

Branch Locations

4900 Tiedeman Road, Brooklyn, OH 44144 • United States

Waunakee, WI • 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
U.S. Bancorp Investments, Inc. Madison WI 11/2006 03/2022
Key Investment Services Llc Cleveland OH 03/2022 Present
Previous Registrations
  • 2003-05-21 → 2022-03-21
    U.S. Bancorp Investments, Inc.
    Milwaukee, WI
    Delafield, WI
    Sussex, WI
    Elkhorn, WI
    Menomonee Falls, WI
    Hartford, WI
    Milwaukee, WI
    Brookfield, WI
    Brookfield, WI
    Butler, WI
    Kenosha, WI
    Kenosha, WI
    Kenosha, WI
    Kenosha, WI
    Wauwatosa, WI
    Milwaukee, WI
    Elm Grove, WI
    Milwaukee, WI
    Milwaukee, WI
    Milwaukee, WI
    Rockford, IL
    West Allis, WI
    Loves Park, IL
    Rockford, IL
    Rockford, IL
    Rockford, IL
    Rockford, IL
    Winnebago, IL
    Rockford, IL
    Madison, WI
    Elkhorn, WI
    Freeport, IL
Other Businesses

TS3 REAL ESTATE LLC - POSITION: Partner; NATURE: Second home/rental property in FL; INVESTMENT RELATED: No; NUMBER OF HOURS: 0; SECURITIES TRADING HOURS: 0; START DATE: 01/01/2024; ADDRESS: 1114 Tara Ln, Waunakee WI 53597, United States; DESCRIPTION: Passive investment from a rental property in FL. We expect a small profit in 2024 and may expand to properties in other states.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2001-08-03
  • S66 Uniform Combined State Law Examination
    2001-08-03

View on SEC IAPD

Other Firms

VICTORY CAPITAL MANAGEMENT INC.
LINCOLN INVESTMENT
INDEPENDENCE CAPITAL CO., INC.
LPL FINANCIAL LLC
OSAIC WEALTH, INC.
CETERA INVESTMENT ADVISERS LLC
THE HUNTINGTON INVESTMENT COMPANY
J.P. MORGAN SECURITIES LLC

Other Investors

Joseph Briel Skarda
KRISTY LYNN TOYE-COOPER
David Jonathan Dershteller
LUANN MARIE SPAETHE
Mallory D Haseley
TIMOTHY ALBERT SHAW
MICHAEL BRENT BUROKER
KAREN ALTHIA YORKE

Other Offices

KEY INVESTMENT SERVICES LLC · BROOKLYN, OH
VICTORY CAPITAL MANAGEMENT INC. · Brooklyn, OH
LINCOLN INVESTMENT · PARMA, OH
INDEPENDENCE CAPITAL CO., INC. · PARMA, OH
LPL FINANCIAL LLC · PARMA, OH
OSAIC WEALTH, INC. · PARMA, OH
CETERA INVESTMENT ADVISERS LLC · CLEVELAND, OH
THE HUNTINGTON INVESTMENT COMPANY · Cleveland, OH

More in Brooklyn, OH

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