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Federico J Martin

Key Investment Services LLC

Brooklyn, OH

Salt Lake City, UT

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Current Employers
Key Investment Services Llc

4900 Tiedeman Road Oh-01-49-0215, Brooklyn, OH 44144 • United States

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2024-01-03
  • UT RA
    APPROVED
    Since 2024-01-03

Branch Locations

4900 Tiedeman Road, Brooklyn, OH 44144 • United States

Salt Lake City, UT • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Zions Direct Salt Lake City UT 09/2007 05/2021
Key Investment Services Llc Brooklyn OH 05/2026 Present
Svb Investment Services Inc Cottonwood Heights UT 05/2021 05/2023
Silicon Valley Bank Cottonwood Heights UT 05/2021 05/2023
Keybank Na Salt Lake City UT 06/2023 05/2026
Key Investment Services Llc Brooklyn OH 01/2024 05/2026
  • 09/2007 → 05/2021
    Zions Direct
    Salt Lake City, UT
  • 05/2026 → Present
    Key Investment Services Llc
    Brooklyn, OH
  • 05/2021 → 05/2023
    Svb Investment Services Inc
    Cottonwood Heights, UT
  • 05/2021 → 05/2023
    Silicon Valley Bank
    Cottonwood Heights, UT
  • 06/2023 → 05/2026
    Keybank Na
    Salt Lake City, UT
  • 01/2024 → 05/2026
    Key Investment Services Llc
    Brooklyn, OH
Previous Registrations
  • 2021-05-05 → 2022-07-29
    Svb Investment Services Inc.
    Cottonwood Heights, UT
    San Francisco, CA
    San Francisco, CA
  • 2008-03-13 → 2021-05-05
    Zions Capital Advisors, Inc.
    Salt Lake City, UT
    Salt Lake City, UT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-03-12
  • S66 Uniform Combined State Law Examination
    2008-03-12

View on SEC IAPD

Other Firms

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LINCOLN INVESTMENT
INDEPENDENCE CAPITAL CO., INC.
LPL FINANCIAL LLC
OSAIC WEALTH, INC.
CETERA INVESTMENT ADVISERS LLC
THE HUNTINGTON INVESTMENT COMPANY
J.P. MORGAN SECURITIES LLC

Other Investors

Joseph Briel Skarda
KRISTY LYNN TOYE-COOPER
David Jonathan Dershteller
LUANN MARIE SPAETHE
Mallory D Haseley
TIMOTHY ALBERT SHAW
MICHAEL BRENT BUROKER
KAREN ALTHIA YORKE

Other Offices

KEY INVESTMENT SERVICES LLC · BROOKLYN, OH
VICTORY CAPITAL MANAGEMENT INC. · Brooklyn, OH
LINCOLN INVESTMENT · PARMA, OH
INDEPENDENCE CAPITAL CO., INC. · PARMA, OH
LPL FINANCIAL LLC · PARMA, OH
OSAIC WEALTH, INC. · PARMA, OH
CETERA INVESTMENT ADVISERS LLC · CLEVELAND, OH
THE HUNTINGTON INVESTMENT COMPANY · Cleveland, OH

More in Brooklyn, OH

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