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4900 Tiedeman Road Oh-01-49-0215, Brooklyn, OH 44144 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-07-25 |
Branch Locations
738 Route 9, Fishkill, NY 12524 • United States
4900 Tiedeman Road, Brooklyn, OH 44144 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Keybank | Kingston | NY | 11/2015 | 08/2023 |
| Key Investment Services Llc | Albany | NY | 11/2015 | 02/2021 |
| Key Investment Services Llc | Brooklyn | OH | 01/2023 | 08/2023 |
| Keybank | New York | NY | 09/2023 | 12/2023 |
| Keybank | Cortlandt Manor | NY | 03/2024 | 11/2025 |
| Key Investment Services Llc | Brooklyn | OH | 03/2024 | 11/2025 |
| Key Investment Services Llc | Brooklyn | OH | 11/2025 | Present |
CROTON HARMON HIGH SCHOOL; NATURE: I will be serving as a volunteer guest judge for a "Shark Tank" style student competition at my former high school. My role is strictly to provide feedback on student business concepts and presentations from an alumni perspective. This is a one-time, unpaid volunteer event and does not involve any financial advice, solicitation, or investment brokerage services. INVESTMENT RELATED: No; NUMBER OF HOURS: 3; SECURITIES TRADING HOURS: 3; START DATE: 04/29/2026; ADDRESS: 36 Old Post Road South, Croton on Hudson NY 10520, United States; DESCRIPTION: My responsibility includes serving as a guest panelist for an educational business competition. I will provide hypothetical feedback on student-led business concepts and participate in a mock simulation for academic purposes only. No actual capital is involved, and no investment or financial planning advice will be provided.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-07-25 |
| S66 | Uniform Combined State Law Examination | 2013-08-12 |
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