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Kevin Patrick Eberz

Key Investment Services LLC

Schenectady, NY

Brooklyn, OH

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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

1703 Altamont Ave, Schenectady, NY 12303 • 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
First Niagara Bank Schenectady NY 11/2013 09/2016
Lpl Financial Llc Schenectady NY 11/2013 09/2016
Key Investment Services Llc Albany NY 09/2016 12/2016
Keybank Schnectady NY 09/2016 Present
Key Investment Services Llc Albany NY 12/2016 Present
  • 11/2013 → 09/2016
    First Niagara Bank
    Schenectady, NY
  • 11/2013 → 09/2016
    Lpl Financial Llc
    Schenectady, NY
  • 09/2016 → 12/2016
    Key Investment Services Llc
    Albany, NY
  • 09/2016 → Present
    Keybank
    Schnectady, NY
  • 12/2016 → Present
    Key Investment Services Llc
    Albany, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-12-23
S63 Uniform Securities Agent State Law Examination 2010-12-13
  • S66 Uniform Combined State Law Examination
    2015-12-23
  • S63 Uniform Securities Agent State Law Examination
    2010-12-13
Other Names
  • Kevin Eberz

View on SEC IAPD

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MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
LPL FINANCIAL LLC
OSAIC INSTITUTIONS, INC.
ACACIA GROVE WEALTH MANAGEMENT

Other Investors

HERMES WILLIAM DEL-SETTE
JEREMY MARC SCHER
Dustin John Troia
GLEN RICHARD ALLEN
ANN MARIE ARCEO
Nicole Marie Stone
GARY HEIDENSTROM
ROBERT LANNOO KRISTEL

Other Offices

DEL-SETTE CAPITAL MANAGEMENT, LLC · SCHENECTADY, NY
STATE FARM INVESTMENT MANAGEMENT CORP. · Schenectady, NY
ROBERT L. KRISTEL, C.P.A., P.C. · SCHENECTADY, NY
STATE FARM INVESTMENT MANAGEMENT CORP. · Schenectady, NY
NIGHTGALE WEALTH MANAGEMENT LLC · SCHENECTADY, NY
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · SCHENECTADY, NY
LPL FINANCIAL LLC · SCHENECTADY, NY
OSAIC INSTITUTIONS, INC. · Schenectady, NY

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