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Key Investment Services LLC CRD 136300
$8.88B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
4900 Tiedeman Road Oh-01-49-0215, Brooklyn, OH 44144 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2018-07-20 |
Branch Locations
10439 Gravelly Lake Dr. Sw, Lakewood, WA 98499 • 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 | Gig Harbor | WA | 11/2009 | 12/2017 |
| Key Investment Services | Gig Harbor | WA | 11/2011 | 12/2017 |
| Key Investment Services | Gig Harbor | WA | 12/2017 | 07/2018 |
| Keybank | Gig Harbor | WA | 12/2017 | 07/2018 |
| Key Investment Services | Gig Harbor | WA | 07/2018 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-07-20 |
| S63 | Uniform Securities Agent State Law Examination | 2012-02-01 |
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