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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 | 2026-01-20 |
Branch Locations
4900 Tiedeman Road, Brooklyn, OH 44144 • United States
66 S Pearl Street , Albany, NY 12207 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Albany | NY | 06/2013 | 12/2025 |
| Key Bank Na | Albany | NY | 12/2025 | Present |
| Key Investment Services Llc | Brooklyn | OH | 01/2026 | Present |
1) Name of OBA: Rental Property 1 Address: Saratoga, NY, 12866 Investment Related: no Position, Title, Association: Co-owner with other family members Employee Start Date: 06/06/2024 No Hours: 6 monthly No Hours during trading: 0; 2) SEASONAL RENTAL PROPERTY; NATURE: We own a property on Saratoga Lake & rent it out for part of the summer. It is held jointly with myself and my wife, Stacey. Normal rental time is ~20 days per year and approximate income is ~$18-20,000 per summer. INVESTMENT RELATED: No; NUMBER OF HOURS: 6; SECURITIES TRADING HOURS: 0; START DATE: 05/01/2024; ADDRESS: 1346 Route 9P, Saratoga Springs, NY 12866, United States; DESCRIPTION: Upkeep of home and grounds. Total time per week ~ 1-2 hours, but only during the time period that we rent. Again, the activity is: We own a property on Saratoga Lake & rent it out for part of the summer. It is held jointly with myself and my wife, Stacey. Normal rental time is ~20 days per year and approximate income is ~$18-20,000 per summer.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-04-22 |
| S63 | Uniform Securities Agent State Law Examination | 2000-02-14 |
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