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4900 Tiedeman Road Oh-01-49-0215, Brooklyn, OH 44144 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2022-09-08 |
Branch Locations
34 Old Tavern Road, Orange, CT 06477 • United States
245 Main Street, East Haven, CT 06512 • United States
1026 Main Street, Branford, CT 06405 • United States
211 Amity Road, Woodbridge, CT 06525 • United States
741 North Colony Road, Wallingford, CT 06492 • 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 |
|---|---|---|---|---|
| Infinex Investments, Inc. | Meriden | CT | 03/2016 | 10/2016 |
| United Bank | Southington | CT | 02/2015 | 10/2016 |
| Key Investment Services Llc | Manchester | CT | 11/2016 | 03/2018 |
| Keybank | East Haven | CT | 10/2016 | 01/2019 |
| Key Investment Services Llc | Manchester | CT | 03/2018 | 01/2019 |
| Key Investment Services Llc | Manchester | CT | 01/2019 | 02/2020 |
| Key Investment Services Llc | Cohoes | NY | 02/2020 | 06/2021 |
| Keybank | North Branford | CT | 02/2020 | 06/2021 |
| Charles Schwab & Co., Inc. | West Hartford | CT | 07/2021 | 09/2022 |
| Charles Schwab Bank, Ssb | West Hartford | CT | 07/2021 | 09/2022 |
| Key Investment Services Llc | Brooklyn | OH | 09/2022 | Present |
B & M Enterprise, LLC; Member, Start Date: 08/01/2008; Hamden, CT; Real Estate/Property Management - I have a rental property that's under an LLC and I'm one of the members; Generally less than 20 hours per month; Not investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-03-25 |
| S63 | Uniform Securities Agent State Law Examination | 2016-08-17 |
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