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Joel Michael Wilson

Key Investment Services LLC

Pocatello, ID

Brooklyn, OH

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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 2012-11-01
  • ID RA
    APPROVED
    Since 2012-11-01

Branch Locations

910 Yellowstone Avenue, Pocatello, ID 83201 • United States

4900 Tiedeman Road, Brooklyn, OH 44144 • 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 Investment Services Twin Falls ID 12/2012 03/2020
Key Investment Services Twin Falls ID 03/2020 Present
  • 12/2012 → 03/2020
    Key Investment Services
    Twin Falls, ID
  • 03/2020 → Present
    Key Investment Services
    Twin Falls, ID
Previous Registrations
  • 2006-01-20 → 2010-04-15
    Chase Investment Services Corp.
    Rockford, IL
    Chicago, IL
    Colfax, WA
    Spokane, WA
    Rockford, IL
    Rockford, IL
  • 2005-06-23 → 2005-12-12
    Country Trust Bank
    Rockford, IL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2005-06-22
S63 Uniform Securities Agent State Law Examination 2004-05-03
  • S65 Uniform Investment Adviser Law Examination
    2005-06-22
  • S63 Uniform Securities Agent State Law Examination
    2004-05-03

View on SEC IAPD

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BRETT DAVID ROBISON
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Other Offices

MERIT FINANCIAL ADVISORS · Pocatello, ID
D.A. DAVIDSON & CO. · POCATELLO, ID
CETERA INVESTMENT ADVISERS LLC · POCATELLO, ID
STATE FARM INVESTMENT MANAGEMENT CORP. · Pocatello, ID
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · POCATELLO, ID
MATTERHORN FINANCIAL PLANNING · POCATELLO, ID
JORDAN WEALTH MANAGEMENT · POCATELLO, ID
OSAIC ADVISORY SERVICES, LLC · POCATELLO, ID

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