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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 | 2025-11-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Independent Investment Bankers Corp | Austin | TX | 04/2017 | 08/2017 |
| Unemployed | Chappaqua | NY | 02/2016 | 04/2017 |
| Key Investment Services Llc | Brooklyn | OH | 08/2025 | Present |
| Unemployed | Chappaqua | NY | 08/2017 | 11/2017 |
| Global Bankers Capital | Durham | NC | 11/2017 | 05/2019 |
| Unemployed | Chappaqua | NY | 06/2019 | 04/2020 |
| Global Atlantic Financial Group | New York | NY | 04/2020 | 10/2023 |
| Unemployed | Pound Ridge | NY | 10/2023 | 08/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-11-18 |
| S63 | Uniform Securities Agent State Law Examination | 2017-05-15 |
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