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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 | 2026-01-15 |
Branch Locations
4900 Tiedeman Road, Brooklyn, OH 44144 • United States
220 Center St. Suite A, Chardon, OH 44024 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 08/2015 | 11/2016 |
| Northwestern Mutual Investment Services Llc | Cleveland | OH | 08/2015 | 11/2016 |
| The Huntington National Bank | Cleveland Heights | OH | 01/2017 | 06/2018 |
| The Huntington Investment Company | Columbus | OH | 04/2017 | 06/2018 |
| Fifth Third Bank | Columbus | OH | 05/2019 | 01/2026 |
| Fifth Third Securities | Columbus | OH | 05/2020 | 01/2026 |
| Geauga County Engineers Office | Chardon | OH | 07/2018 | 04/2019 |
| Key Investment Services, Llc | Brooklyn | OH | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-09-30 |
| S63 | Uniform Securities Agent State Law Examination | 2015-11-30 |
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