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300 Fifth Avenue 26Th Floor, Pittsburgh, PA 15222-2722 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-12-22 |
Branch Locations
30100 Chagrin Blvd Suite 101, Pepper Pike, OH 44124 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Key Investment Services Llc | Brooklyn | OH | 04/2023 | 10/2025 |
| Keybank | Shaker Heights | OH | 04/2023 | 10/2025 |
| Keybank | Shaker Heights | OH | 11/2022 | 04/2023 |
| Progressive Casualty Insurance Company | Mayfield Heights | OH | 06/2018 | 11/2022 |
| Progressive Casualty Insurance Company | Mayfield Heights | OH | 03/2016 | 06/2018 |
| Pnc Wealth Management | Pepper Pike | OH | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-12-19 |
| S63 | Uniform Securities Agent State Law Examination | 2023-05-15 |
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