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4900 Tiedeman Road Oh-01-49-0215, Brooklyn, OH 44144 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2019-01-03 |
Branch Locations
30100 Chagrin Blvd Ste 100, Pepper Pike, OH 44124 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fifth Third Bank | Mentor | OH | 04/2015 | 07/2017 |
| Fifth Third Securities | Mentor | OH | 06/2015 | 07/2017 |
| Key Investment Services, Llc | Cleveland | OH | 08/2017 | 01/2019 |
| Keybank | Painesville | OH | 08/2017 | 01/2019 |
| Keybank | Painesville | OH | 01/2019 | 05/2022 |
| Key Investment Services | Cleveland | OH | 01/2019 | 05/2022 |
| Key Investment Services | Brooklyn | OH | 05/2022 | 06/2024 |
| Keybank | Painesville | OH | 05/2022 | 04/2026 |
| Key Investment Services Llc | Brooklyn | OH | 06/2024 | Present |
| Keybank | Pepper Pike | OH | 04/2026 | Present |
1.) Lake Erie College National Alumni Board of Directors. Working with the college on alumni matters and planning of alumni/homecoming weekend. 5-10 hours a month and will not interfere with working hours/trading hours. This is not investment related. 2.) 10/01/2018 THINK FORWARD POSITION: Bookkeeping NATURE: Online marketing and newsletter INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/10/2018 ADDRESS: 375 Bank St, Painesville OH 44077, United States DESCRIPTION: Bookkeeping 3.) Downtown Painesville Organization-06/01/21-position- Board of Directors-10 hrs/month, Zero during Trading. Zero Income. Young entrepreneurs and generations-old business owners find support, community and opportunities for success. 4.) Maple Leaf Community Residences- 7/10/2023- 200 Claridon Rd. Chardon, Ohio 44024- Position- Board Member- 2hrs/month, zero during trading. Zero income 5.) OHIO COLLECTOR, LLC-POSITION: bookkeeper NATURE: Online estate sales and auctions as well as in person estate sales. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 11/03/2023 ADDRESS: 1959 Mentor Ave, Painesville OH 44077, United States-DESCRIPTION: This is my husband's company. He does online estate sales and auctions as well as in person estate sales. I will help with the bookkeeping and anything else that my husband needs help with.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-08-14 |
| S63 | Uniform Securities Agent State Law Examination | 2012-01-17 |
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