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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 | 2024-12-10 |
Branch Locations
5037 Suder Avenue, Toledo, OH 43611 • United States
4900 Tiedeman Road, Brooklyn, OH 44144 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Key Bank | Maumee | OH | 08/2015 | 05/2017 |
| Key Investment Services | Maumee | OH | 08/2015 | 05/2017 |
| Cetera Investment Advisers Llc | Defiance | OH | 05/2017 | 12/2017 |
| Cetera Investment Services Llc | St. Cloud | MN | 05/2017 | 12/2017 |
| The State Bank And Trust Co | Defiance | OH | 05/2017 | 12/2017 |
| Key Investment Services, Llc | Dayton | OH | 01/2018 | 08/2019 |
| Keybank | Toledo | OH | 01/2018 | 08/2019 |
| Fifth Third Bank | Perrysburg | OH | 09/2019 | 08/2020 |
| Fifth Third Securities | Perrysburg | OH | 09/2019 | 08/2020 |
| Key Investment Services Llc | Brooklyn | OH | 07/2022 | 01/2024 |
| King'S Cross Church | Defiance | OH | 08/2020 | 07/2022 |
| Pruco Securities Llc | Columbus | OH | 01/2024 | 11/2024 |
| The Prudential Insurance Company Of America | Columbus | OH | 01/2024 | 12/2024 |
| Lpl Enterprise, Llc | Fort Mill | SC | 11/2024 | 12/2024 |
| Key Investment Services, Llc | Brooklyn | OH | 12/2024 | Present |
1.) DEFIANCE AREA CHAMBER OF COMMERCE-POSITION: Member NATURE: To aid local businesses in growing and getting to know one another. INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2024 ADDRESS: 400 Clinton St, Defiance OH 43512, United States, DESCRIPTION: I am a member of the Chamber and participate in networking events. 2.) DEFIANCE CHRISTIAN ACADEMY POSITION: null NATURE: Chartered Christian Private School. INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 01/15/2025 ADDRESS: 334 Florence Ave, Defiance OH 43512, United States DESCRIPTION: I will be responsible for keeping track of the budget and helping to influence the utilization of the resources of the school. I will not be responsible for the handling of the bank account and writing of checks.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-02-05 |
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