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Current Employers
Key Investment Services Llc

4900 Tiedeman Road Oh-01-49-0215, Brooklyn, OH 44144 • United States

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2017-09-27
  • OR RA
    APPROVED
    Since 2017-09-27

Branch Locations

4900 Tiedeman Road, Brooklyn, OH 44144 • United States

4735 Sw Hall Blvd., Beaverton, OR 97005 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Key Bank Portland OR 05/2011 07/2017
Key Investment Services Tigard OR 01/2015 07/2017
Key Investment Services Beaverton OR 07/2017 09/2020
Key Investment Services Portland OR 09/2020 Present
  • 05/2011 → 07/2017
    Key Bank
    Portland, OR
  • 01/2015 → 07/2017
    Key Investment Services
    Tigard, OR
  • 07/2017 → 09/2020
    Key Investment Services
    Beaverton, OR
  • 09/2020 → Present
    Key Investment Services
    Portland, OR
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-09-26
S63 Uniform Securities Agent State Law Examination 2015-03-03
  • S66 Uniform Combined State Law Examination
    2017-09-26
  • S63 Uniform Securities Agent State Law Examination
    2015-03-03

View on SEC IAPD

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