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4900 Tiedeman Road Oh-01-49-0215, Brooklyn, OH 44144 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2022-04-11 |
Branch Locations
4900 Tiedeman Road, Brooklyn, OH 44144 • United States
8481 E Washington, Chagrin Falls, OH 44023 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| West Point Wealth Management | Willoughby | OH | 07/2014 | 04/2017 |
| Ameritas Investment Corp | Willoughby | OH | 08/2014 | 04/2017 |
| Ameritas Life Insurance Corp | Willoughby | OH | 03/2014 | 01/2017 |
| The Willoughby Agency | Willoughby | OH | 07/2014 | 05/2017 |
| Jp Morgan Chase Bank | Beachwood | OH | 04/2017 | 04/2019 |
| Jp Morgan Securities, Llc | Beachwood | OH | 04/2017 | 04/2019 |
| Key Investment Services | Cleveland | OH | 06/2019 | 08/2020 |
| Keybank | Cleveland | OH | 04/2019 | 08/2020 |
| Key Investment Services | Cleveland | OH | 08/2020 | 04/2022 |
| Keybank | Cleveland | OH | 08/2020 | 04/2022 |
| Key Investment Services Llc | Brooklyn | OH | 04/2022 | 06/2022 |
| Keybank | Beachwood | OH | 04/2022 | 06/2022 |
| Key Investment Services Llc | Brooklyn | OH | 06/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-04-08 |
| S63 | Uniform Securities Agent State Law Examination | 2019-08-02 |
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