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4900 Tiedeman Road Oh-01-49-0215, Brooklyn, OH 44144 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2017-05-23 |
Branch Locations
1901 N. Wayne St., Angola, IN 46703 • United States
4900 Tiedeman Road, Brooklyn, OH 44144 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-05-22 |
| S63 | Uniform Securities Agent State Law Examination | 2008-11-20 |
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