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Eric Leroy Woodfill

Key Investment Services LLC

Toledo, OH

Brooklyn, OH

CRD 4692448

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Employer firm

Key Investment Services LLC CRD 136300

$8.88B regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Key Investment Services Llc

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

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2021-11-23
  • MI RA
    APPROVED
    Since 2021-11-23

Branch Locations

7350 West Central Ave., Toledo, OH 43617 • United States

4900 Tiedeman Road, Brooklyn, OH 44144 • 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 Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Key Investment Services Holland OH 05/2014 12/2025
Key Investment Services Llc Brooklyn OH 12/2025 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-03-18
S63 Uniform Securities Agent State Law Examination 2004-02-23
  • S65 Uniform Investment Adviser Law Examination
    2013-03-18
  • S63 Uniform Securities Agent State Law Examination
    2004-02-23
Other Names
  • Eric L Woodfill

View on SEC IAPD

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