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4900 Tiedeman Road Oh-01-49-0215, Brooklyn, OH 44144 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2017-07-19 |
Branch Locations
4900 Tiedeman Road, Brooklyn, OH 44144 • United States
201 Rhonda Ct, North Huntingdon, PA 15642 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Finaical Llc | Connellsville | PA | 07/2016 | 09/2016 |
| First Niagara Bank | Connellsville | PA | 07/2016 | 09/2016 |
| Key Investment Services Llc | Pepper Pike | OH | 09/2016 | 03/2017 |
| Keybank | Connellsville | PA | 09/2016 | 03/2017 |
| Key Investment Services, Llc | Pepper Pike | OH | 03/2017 | 07/2017 |
| Keybank | Connellsville | PA | 03/2017 | 07/2017 |
| Key Investment Services, Llc | Pepper Pike | OH | 07/2017 | 07/2019 |
| Keybank | Connellsville | PA | 07/2017 | 07/2019 |
| Key Investment Services | Pepper Pike | OH | 07/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-03-10 |
| S63 | Uniform Securities Agent State Law Examination | 2012-08-09 |
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