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Monte Lee Gerlach

Key Investment Services LLC

Brooklyn, OH

Boise, ID

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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
ID RA APPROVED 2019-03-20
  • ID RA
    APPROVED
    Since 2019-03-20

Branch Locations

4900 Tiedeman Road, Brooklyn, OH 44144 • United States

702 W. Idaho St., Boise, ID 83702 • 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
Key Bank Boise ID 05/2003 07/2023
Key Investment Services Llc Boise ID 01/2006 07/2023
Key Investment Services Boise ID 07/2023 Present
  • 05/2003 → 07/2023
    Key Bank
    Boise, ID
  • 01/2006 → 07/2023
    Key Investment Services Llc
    Boise, ID
  • 07/2023 → Present
    Key Investment Services
    Boise, ID
Previous Registrations
  • 2003-11-13 → 2006-01-18
    Keybanc Capital Markets Inc.
    Boise, ID
Other Businesses

Vacation rental property, 1607 Davis Ave J49 McCall, ID 83638- DBA Jennifer Gerlach; 0 hrs during trading hours

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-03-19
S63 Uniform Securities Agent State Law Examination 2002-08-30
  • S66 Uniform Combined State Law Examination
    2019-03-19
  • S63 Uniform Securities Agent State Law Examination
    2002-08-30

View on SEC IAPD

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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

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