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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
OH RA APPROVED 2022-05-05
  • OH RA
    APPROVED
    Since 2022-05-05

Branch Locations

4900 Tiedeman Road, Brooklyn, OH 44144 • 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
Valmark Securites, Inc. Akron OH 11/2014 08/2017
Key Investment Services Cincinnati OH 07/2019 08/2021
Keybank Cincinnatti OH 07/2019 08/2021
Key Private Bank South Bend IN 08/2017 07/2019
Key Investment Services Cincinnati OH 08/2021 Present
Keybank Cincinnati OH 08/2021 Present
  • 11/2014 → 08/2017
    Valmark Securites, Inc.
    Akron, OH
  • 07/2019 → 08/2021
    Key Investment Services
    Cincinnati, OH
  • 07/2019 → 08/2021
    Keybank
    Cincinnatti, OH
  • 08/2017 → 07/2019
    Key Private Bank
    South Bend, IN
  • 08/2021 → Present
    Key Investment Services
    Cincinnati, OH
  • 08/2021 → Present
    Keybank
    Cincinnati, OH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-05-04
S63 Uniform Securities Agent State Law Examination 2019-10-08
  • S66 Uniform Combined State Law Examination
    2022-05-04
  • S63 Uniform Securities Agent State Law Examination
    2019-10-08

View on SEC IAPD

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