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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 | 2025-06-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fred Martin Ford, Inc | Youngstown | OH | 11/2007 | 12/2017 |
| Edward Jones | St Louis | MO | 11/2017 | 01/2020 |
| Cox Automotive | Atlanta | GA | 04/2015 | 03/2017 |
| Cetera Investment Services Llc | St Cloud | MN | 01/2020 | 05/2021 |
| Cetera Investment Advisors Llc | Warren | OH | 01/2020 | 05/2021 |
| Tcf National Bank | Warren | OH | 01/2020 | 05/2021 |
| Ameriprise Financial Services, Llc | Cortland | OH | 05/2021 | 02/2024 |
| Key Investment Services Llc | Brooklyn | OH | 04/2023 | 02/2024 |
| Key Investment Services, Llc | Brooklyn | OH | 02/2024 | 03/2025 |
| Key Investment Services, Llc | Brooklyn | OH | 06/2025 | Present |
1.) OHSAA UMPIRE ASSOCIATION- POSITION: null NATURE: Ohio High School Athletic Association INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2024. ADDRESS: 4080 Roselea Place, Columbus OH 43214, United States. DESCRIPTION: Umpiring / Refereeing athletics on evenings and weekends. 2.) JERNY HOMES. LLC.-POSITION: null NATURE: Real Estate Holding company used for the purpose of owning and repairing rental properties. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2017 ADDRESS: 2813 Bushnell Campbell Rd, Fowler OH 44418, United States. DESCRIPTION: I purchase properties and control the rehabilitation process.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-02-09 |
| S65 | Uniform Investment Adviser Law Examination | 2013-09-07 |
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