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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 | 2021-03-26 |
Branch Locations
4900 Tiedeman Road, Brooklyn, OH 44144 • United States
160 Fairview Ave Suite 40, Hudson, NY 12534 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Hudson | NY | 05/2015 | 09/2016 |
| First Niagara Bank | Hudson | NY | 05/2015 | 09/2016 |
| Key Investment Services Llc | Albany | NY | 09/2016 | 12/2017 |
| Keybank | Hudson | NY | 09/2016 | 04/2018 |
| Key Investment Services Llc | Cohoes | NY | 12/2017 | 04/2018 |
| Key Investment Services Llc | Hudson | NY | 04/2018 | Present |
Kaplan North America (College For Financial Planning); Business is a college that covers financial planning and investment industry designation, investment related, but not sales or investment recommendations; Financial Education, Instructor (Educating Students and building curriculum). 1515 W. Cypress Creek Road, Fort Lauderdale, FL 33309. Started 01/05/2023; 25 hours/month; 0 hours during security trading hours
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-03-28 |
| S63 | Uniform Securities Agent State Law Examination | 2015-06-27 |
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