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4900 Tiedeman Road Oh-01-49-0215, Brooklyn, OH 44144 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2023-01-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massmutual Life Insurance Company | Indianapolis | IN | 06/2010 | 06/2018 |
| Mml Investor Services Inc | Indianapolis | IN | 06/2010 | 06/2018 |
| Valic Financial Advisors, Inc. | Carmel | IN | 06/2018 | 12/2020 |
| Key Investment Services | Dayton | OH | 06/2021 | 01/2023 |
| Keybank | Franklin | IN | 06/2021 | 01/2023 |
| Keybank | Franklin | IN | 03/2021 | 06/2021 |
| Key Investment Services Llc | Brooklyn | OH | 01/2023 | Present |
| Key Bank | Lebanon | IN | 01/2023 | Present |
1.) SOUTH STARS HOCKEY CLUB POSITION: Vice President NATURE: High School varsity and Junior varsity hockey teams INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2023 ADDRESS: 451 E. Stop 11 Rd., Indianapolis IN 46227, United States DESCRIPTION: High School hockey club
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-05-25 |
| S63 | Uniform Securities Agent State Law Examination | 2009-08-21 |
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