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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 | 2019-01-29 |
Branch Locations
364 Center Ave, Butler, PA 16001 • United States
9605 Harmony Dr., Ingomar, PA 15127 • United States
4900 Tiedeman Road, Brooklyn, OH 44144 • United States
6203 Babcock Boulevard, Pittsburgh, PA 15237 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pnc Investments | Corapolis | PA | 11/2014 | 04/2017 |
| Pnc Bank | Corapolis | PA | 11/2014 | 04/2017 |
| Key Investment Services, Llc | Pepper Pike | OH | 05/2017 | 10/2018 |
| Keybank | Pittsburgh | PA | 05/2017 | 10/2018 |
| Keybank | Pittsburgh | PA | 10/2018 | 01/2019 |
| Key Investment Services | Pepper Pike | OH | 10/2018 | 01/2019 |
| Keybank | Pittsburgh | PA | 01/2019 | 10/2019 |
| Key Investment Services | Pepper Pike | OH | 01/2019 | 10/2019 |
| Key Investment Services | Pepper Pike | OH | 10/2019 | 02/2021 |
| Key Investment Services | Pepper Pike | OH | 02/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-02-13 |
| S63 | Uniform Securities Agent State Law Examination | 2014-08-11 |
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