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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 2025-06-04
  • OH RA
    APPROVED
    Since 2025-06-04

Branch Locations

4900 Tiedeman Road, Brooklyn, OH 44144 • United States

Ostrander, OH • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination Yes
Employment History
OrganizationCityStateFromTo
Cco Investment Services Corp Columbus OH 04/2015 07/2024
Cadaret Grant & Co., Inc. Syracuse NY 07/2024 05/2025
Key Investment Services Llc Brooklyn OH 05/2025 Present
  • 04/2015 → 07/2024
    Cco Investment Services Corp
    Columbus, OH
  • 07/2024 → 05/2025
    Cadaret Grant & Co., Inc.
    Syracuse, NY
  • 05/2025 → Present
    Brooklyn, OH
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-01-30
S63 Uniform Securities Agent State Law Examination 2000-02-14
  • S66 Uniform Combined State Law Examination
    2008-01-30
  • S63 Uniform Securities Agent State Law Examination
    2000-02-14
Other Names
  • Mike Welch

View on SEC IAPD

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