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4900 Tiedeman Road Oh-01-49-0215, Brooklyn, OH 44144 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2022-05-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-05-04 |
| S63 | Uniform Securities Agent State Law Examination | 2019-10-08 |
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