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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
IN RA APPROVED 2017-05-23
  • IN RA
    APPROVED
    Since 2017-05-23

Branch Locations

1901 N. Wayne St., Angola, IN 46703 • United States

4900 Tiedeman Road, Brooklyn, OH 44144 • 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 Angola IN 04/2000 05/2017
Key Investment Services Llc Angola IN 03/2015 05/2017
Key Investment Services, Llc Indianapolis IN 05/2017 05/2026
Keybank Angola IN 05/2017 05/2026
Key Investment Services, Llc Brooklyn OH 05/2026 Present
Other Businesses

1.) JUNIOR ACHIEVEMENT-POSITION: volunteer NATURE: JA volunteers delivers K-12th grade programs fostering work readiness, entrepreneurship, and financial literacy skills and uses experiential learning to inspire students in our community to dream big and reach their potential. INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 8 START DATE: 03/01/2009-ADDRESS: 650 EWallen Rd, Fort Wayne IN 46825, United States-DESCRIPTION: Teach 1 class for 5 weeks with a prepared lesson. 2.) STEUBEN COUNTY REMC POSITION: null NATURE: Operation Round Up (ORU) is a voluntary charitable fundraising program for Steuben County REMC. Members have their electric bill rounded up to the next whole dollar. ORU help co-op member donate to worthy causes in their community. ORU committee meets quarterly to decide how to donate the funds. Organizations apply for the funds and list a purpose of how the ORU funds will be utilized within their organization. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 07/08/2026. ADDRESS: 1212 S Wayne St, Angola IN 46703, United States DESCRIPTION: As a volunteer of ORU I will meet on a quarterly basis to decide how the ORU funds will be donated to local community organizations.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-05-22
S63 Uniform Securities Agent State Law Examination 2008-11-20
  • S66 Uniform Combined State Law Examination
    2017-05-22
  • S63 Uniform Securities Agent State Law Examination
    2008-11-20
Other Names
  • Melissa Anne Kulback

View on SEC IAPD

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