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Anna T Meliza

Key Investment Services LLC

Brooklyn, OH

Salem, OR

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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
OR RA APPROVED 2018-12-07
  • OR RA
    APPROVED
    Since 2018-12-07

Branch Locations

4900 Tiedeman Road, Brooklyn, OH 44144 • United States

416 State St., Salem, OR 97301 • 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
Key Investment Services Stayton OR 12/2011 03/2020
Keybank Stayton OR 09/2009 03/2020
Key Investment Services Salem OR 03/2020 Present
  • 12/2011 → 03/2020
    Key Investment Services
    Stayton, OR
  • 09/2009 → 03/2020
    Keybank
    Stayton, OR
  • 03/2020 → Present
    Key Investment Services
    Salem, OR
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-12-06
S63 Uniform Securities Agent State Law Examination 2012-03-22
  • S65 Uniform Investment Adviser Law Examination
    2018-12-06
  • S63 Uniform Securities Agent State Law Examination
    2012-03-22
Other Names
  • Anna T Spencer
  • Anna T Hooker

View on SEC IAPD

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OSAIC WEALTH, INC.
CETERA INVESTMENT ADVISERS LLC
THE HUNTINGTON INVESTMENT COMPANY
J.P. MORGAN SECURITIES LLC

Other Investors

Joseph Briel Skarda
KRISTY LYNN TOYE-COOPER
David Jonathan Dershteller
LUANN MARIE SPAETHE
Mallory D Haseley
TIMOTHY ALBERT SHAW
MICHAEL BRENT BUROKER
KAREN ALTHIA YORKE

Other Offices

KEY INVESTMENT SERVICES LLC · BROOKLYN, OH
VICTORY CAPITAL MANAGEMENT INC. · Brooklyn, OH
LINCOLN INVESTMENT · PARMA, OH
INDEPENDENCE CAPITAL CO., INC. · PARMA, OH
LPL FINANCIAL LLC · PARMA, OH
OSAIC WEALTH, INC. · PARMA, OH
CETERA INVESTMENT ADVISERS LLC · CLEVELAND, OH
THE HUNTINGTON INVESTMENT COMPANY · Cleveland, OH

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