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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
NY RA APPROVED 2021-03-26
  • NY RA
    APPROVED
    Since 2021-03-26

Branch Locations

145 Eastern Blvd, Canandaigua, NY 14424 • United States

4900 Tiedeman Road, Brooklyn, OH 44144 • United States

2791 Ridge Rd. West, Rochester, NY 14626 • 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
Key Bank Rochester NY 11/2010 02/2019
Key Investment Services Rochester NY 01/2011 08/2019
Key Bank Rochester NY 02/2019 08/2019
Key Investment Services Rochester NY 08/2019 01/2021
Key Investment Services Rochester NY 01/2021 05/2022
Key Investment Services Llc Brooklyn OH 05/2022 Present
  • 11/2010 → 02/2019
    Key Bank
    Rochester, NY
  • 01/2011 → 08/2019
    Key Investment Services
    Rochester, NY
  • 02/2019 → 08/2019
    Key Bank
    Rochester, NY
  • 08/2019 → 01/2021
    Key Investment Services
    Rochester, NY
  • 01/2021 → 05/2022
    Key Investment Services
    Rochester, NY
  • 05/2022 → Present
    Brooklyn, OH
Other Businesses

1.)Real Estate Property Owner -50% ownership - not investment-related; real estate purchased on 4/12/2017 for the purpose of renting out to residential occupants at 3908-3910 Brick School House Road Hamlin, NY 14464 and 7/5/2018 29 Utica Street Brockport, NY 14420. 4 hours per month, 0 hours during securities trading hours. 2.) Torregrossa Properties LLC- 8/10/2021- 200 Huffer Rd. Hilton, NY 14468- Real Estate Rental Properties-part owner/signer on banking account. 20,000/yr, 8 hrs/month, zero during trading hours.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-05-22
S63 Uniform Securities Agent State Law Examination 2007-10-23
  • S66 Uniform Combined State Law Examination
    2019-05-22
  • S63 Uniform Securities Agent State Law Examination
    2007-10-23
Other Names
  • Terri Lynn Zwigart
  • Terri L Dudek
  • Terri L Dudek

View on SEC IAPD

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