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4900 Tiedeman Road Oh-01-49-0215, Brooklyn, OH 44144 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-07-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Lincoln | RI | 03/2016 | 01/2019 |
| Bank Of America, N.A. | Lincoln | RI | 03/2016 | 02/2019 |
| Td Ameritrade, Inc. | Saratoga Springs | NY | 01/2019 | 05/2020 |
| Citizens Securities, Inc. | Albany | NY | 06/2020 | 02/2022 |
| Td Ameritrade Investment Management, Llc | Saratoga Springs | NY | 01/2019 | 05/2020 |
| Tiaa | Latham | NY | 03/2022 | 06/2026 |
| Tiaa-Cref Individual & Institutional Services, Llc | Latham | NY | 03/2022 | 06/2026 |
| Key Investment Services Llc | Brooklyn | OH | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-05-06 |
| S63 | Uniform Securities Agent State Law Examination | 2013-02-01 |
| S65 | Uniform Investment Adviser Law Examination | 2003-02-26 |
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