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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 | 2015-12-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Keybank | Waterville | OH | 08/2016 | 01/2026 |
| Key Investment Services, Llc | Waterville | OH | 08/2016 | 01/2026 |
| Key Investment Services Llc | Cleveland | OH | 01/2026 | Present |
| Keybank | Toledo | OH | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-12-03 |
| S63 | Uniform Securities Agent State Law Examination | 2008-07-11 |
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