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4900 Tiedeman Road Oh-01-49-0215, Brooklyn, OH 44144 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AK | RA | APPROVED | 2025-08-04 |
Branch Locations
101 West Benson Blvd., Anchorage, AK 99503 • United States
4900 Tiedeman Road, Brooklyn, OH 44144 • United States
9041 Seward Highway, Anchorage, AK 99515 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Anchorage | AK | 12/2011 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Anchorage | AK | 11/2016 | 11/2017 |
| Baird | Anchorage | AK | 11/2017 | 12/2021 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Anchorage | AK | 09/2022 | 07/2025 |
| Unemployed | Anchorage | AK | 12/2021 | 09/2022 |
| Bank Of America N.A. | Anchorage | AK | 11/2022 | 07/2025 |
| Key Investment Services | Anchorage | AK | 07/2025 | Present |
1) RENTAL PROPERTIES; NATURE: Residential Rental Property INVESTMENT RELATED: NO. NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 03/01/2018 ADDRESS: 6909 W. Knox Drive, Wasilla, AK 99623, United States; DESCRIPTION: I am the owner of a duplex at the address of 6909 W. Knox Drive, Wasilla, AK 99623. I advertise when a unit becomes available on Facebook Market Place, Collect Applications, Review and approve the application and then lease it out. I hire workers to complete any upkeep or repairs needed.; 2) RENTAL PROPERTY; NATURE: Rental Property INVESTMENT RELATED: No. NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2020 ADDRESS: 623 Auburn Drive, DeRidder, LA 70634, United States; DESCRIPTION: Owner and Landlord; 3) RENTAL PROPERTY; NATURE: Residential Rental Property INVESTMENT RELATED: No. NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2020 ADDRESS: 16990 Lake Charles Hwy, Leesville, LA 71446, United States; DESCRIPTION: I own and advertise when a unit becomes available on Facebook Market Place, Collect Applications, Review and approve the application and then lease it out. I hire workers to complete any upkeep or repairs needed.; 4) RENTAL PROPERTY; NATURE: Residential Rental Property INVESTMENT RELATED: No. NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2025 ADDRESS: 3871 E. Cottonwood Way, Wasilla, AK 99654, United States; DESCRIPTION: My husband and I own the home and I advertise when a unit becomes available on Facebook Market Place, Collect Applications, Review and approve the application and then lease it out. I hire workers to complete any upkeep or repairs needed.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-04-29 |
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