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4900 Tiedeman Road Oh-01-49-0215, Brooklyn, OH 44144 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2016-08-02 |
Branch Locations
211 South Main St., Colville, WA 99114 • United States
4900 Tiedeman Road, Brooklyn, OH 44144 • 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 |
|---|---|---|---|---|
| Key Bank | Colville | WA | 10/1996 | 09/2016 |
| Key Investment Services | Colville | WA | 03/2015 | 09/2016 |
| Key Investment Services | Colville | WA | 09/2016 | 06/2021 |
| Key Investment Services | Colville | WA | 06/2021 | Present |
Victim Services-Rural Resources Community Action; provide support and assistance to victims of domestic violence, sexual assault and general crimes; Committee Chair-Major Fundraiser; 2 hours a month during non-trading hours; not securities related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-08-01 |
| S63 | Uniform Securities Agent State Law Examination | 2013-03-09 |
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