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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 | 2023-09-28 |
Branch Locations
4900 Tiedeman Road, Brooklyn, OH 44144 • United States
Strongsville, OH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pnc Investments | Cleveland | OH | 11/2014 | 08/2018 |
| Pnc Investments | Cleveland | OH | 09/2018 | 09/2023 |
| Key Investment Services, Llc | Brooklyn | OH | 09/2023 | 06/2024 |
| Key Investment Services, Llc | Brooklyn | OH | 06/2024 | Present |
ANDOR CREATIVE, GENERATIONZMARKETING LLC-POSITION: Appointment Setter NATURE: Social media/marketing company INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 09/02/2024. ADDRESS: 13548 Richards Drive, Strongsville OH 44149, United States. DESCRIPTION: I would be generating leads and scheduling appointments for co-owners. My role would be to initiate contact with potential customers, qualify their interest, and set up meetings or calls between the prospect and the co-owners.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-09-27 |
| S63 | Uniform Securities Agent State Law Examination | 2015-12-09 |
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