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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 | 2025-09-11 |
Branch Locations
4900 Tiedeman Road, Brooklyn, OH 44144 • United States
18324 Bagley Road, Middleburg Heights, OH 44130 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Joel Wozny | Wadsworth | OH | 06/2011 | 08/2025 |
| Fifth Third Bank | Wadsworth | OH | 04/2014 | 12/2017 |
| Fifth Third Securities | Wadsworth | OH | 06/2014 | 12/2017 |
| Penn Mutual Life Ins Co | Horsham | PA | 03/2018 | 12/2018 |
| Hornor Townsend & Kent Inc | Horsham | PA | 04/2018 | 12/2018 |
| The Huntington Investement Company | Akron | OH | 03/2019 | 04/2022 |
| The Huntington Investment Company | Columbus | OH | 04/2022 | 03/2023 |
| The Huntington Investment Company | Columbus | OH | 03/2023 | 03/2024 |
| W&S Brokerage Services, Inc. | Wooster | OH | 07/2024 | 08/2025 |
| Western Southern Life | Wooster | OH | 07/2024 | 08/2025 |
| Key Investment Services, Llc | Brooklyn | OH | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-09-22 |
| S63 | Uniform Securities Agent State Law Examination | 2014-07-25 |
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