Best Investors Account Sign in
Claim This Profile
Current Employers
Key Investment Services Llc

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2022-07-02
  • NY RA
    APPROVED
    Since 2022-07-02

Branch Locations

Greenlawn, NY • 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
Phil's Vitamin Company Huntington Station NY 01/2006 09/2021
Axa Advisors, Llc Woodbury NY 06/2016 06/2017
Pruco Securities Llc Melville NY 07/2019 03/2020
Full Spirit Incorporated Kings Park NY 06/2017 03/2022
The Prudential Insurance Company Of America Melville NY 09/2019 03/2020
Key Investment Services Llc Brooklyn OH 03/2022 Present
  • 01/2006 → 09/2021
    Phil's Vitamin Company
    Huntington Station, NY
  • 06/2016 → 06/2017
    Axa Advisors, Llc
    Woodbury, NY
  • 07/2019 → 03/2020
    Pruco Securities Llc
    Melville, NY
  • 06/2017 → 03/2022
    Full Spirit Incorporated
    Kings Park, NY
  • 09/2019 → 03/2020
    The Prudential Insurance Company Of America
    Melville, NY
  • 03/2022 → Present
    Brooklyn, OH
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-07-02
S63 Uniform Securities Agent State Law Examination 2019-09-09
S66 Uniform Combined State Law Examination 2016-10-15
  • S65 Uniform Investment Adviser Law Examination
    2022-07-02
  • S63 Uniform Securities Agent State Law Examination
    2019-09-09
  • S66 Uniform Combined State Law Examination
    2016-10-15

View on SEC IAPD

More in Greenlawn, NY

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor