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4900 Tiedeman Road Oh-01-49-0215, Brooklyn, OH 44144 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2024-07-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gottfried & Somberg Wealth Management, Llc | Glastonbury | CT | 07/2013 | 07/2022 |
| Connecticut Wealth Management, Llc | Farmington | CT | 07/2022 | 07/2023 |
| Keybank Na | Hartford | CT | 08/2023 | Present |
| Key Investment Services, Llc | Brooklyn | OH | 07/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-12-23 |
| S63 | Uniform Securities Agent State Law Examination | 2014-11-17 |
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