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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 | 2022-08-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa | Syracuse | NY | 08/2014 | 09/2018 |
| Tiaa-Cref Individual & Institutional Services, Llc | Syracuse | NY | 08/2014 | 09/2018 |
| Unemployed | Rochester | NY | 09/2018 | 01/2019 |
| M&T Securities | Rochester | NY | 01/2019 | 08/2022 |
| Lpl Financial Llc | Rochester | NY | 06/2021 | 08/2022 |
| Lpl Financial Llc | Rochester | NY | 06/2021 | 08/2022 |
| Key Investment Services Llc | Brooklyn | AK | 08/2022 | Present |
Henrietta Chamber of Commerce- 01/01/2021- 280 Calkins Rd, Rochester, NY 14632- position- Board Member- zero income. 8hrs/month, 4 during trading hours. HENRIETTA CHAMBER OF COMNMERCE POSITION: Board Member NATURE: Social organization for community development INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 01/09/2023 ADDRESS: 280 Calkins Rd, Rochester NY 14623, United States DESCRIPTION: Board member. Promote membership to chamber and coordinate events for the members.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-04-26 |
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