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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
CA RA APPROVED 2025-11-12
UT RA APPROVED 2023-03-28
  • CA RA
    APPROVED
    Since 2025-11-12
  • UT RA
    APPROVED
    Since 2023-03-28

Branch Locations

4900 Tiedeman Road, Brooklyn, OH 44144 • United States

717 West Main Street, American Fork, UT 84003 • 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
Jeffrey P Carlson Charlotte NC 03/2015 03/2017
Student Charlotte NC 01/2007 12/2016
Northwestern Mutual Life Insurance Company Milwaukee WI 03/2017 02/2018
Northwestern Mutual Investment Services Llc Charlotte NC 03/2017 02/2018
Northwestern Mutual Wealth Management Company Milwaukee WI 07/2017 02/2018
Apollon Wealth Management, Llc Charleston SC 02/2018 02/2020
Apollon Insurance Group Charleston SC 02/2018 02/2020
Merrill Lynch Pierce Fenner & Smith Huntersville NC 08/2020 03/2023
Unemployed Charlotte NC 02/2020 08/2020
Bank Of America, N.A. Huntersville NC 10/2020 03/2023
Key Investment Services American Fork UT 03/2023 Present
  • 03/2015 → 03/2017
    Jeffrey P Carlson
    Charlotte, NC
  • 01/2007 → 12/2016
    Student
    Charlotte, NC
  • 03/2017 → 02/2018
    Northwestern Mutual Life Insurance Company
    Milwaukee, WI
  • 03/2017 → 02/2018
    Northwestern Mutual Investment Services Llc
    Charlotte, NC
  • 07/2017 → 02/2018
    Northwestern Mutual Wealth Management Company
    Milwaukee, WI
  • 02/2018 → 02/2020
    Charleston, SC
  • 02/2018 → 02/2020
    Apollon Insurance Group
    Charleston, SC
  • 08/2020 → 03/2023
    Merrill Lynch Pierce Fenner & Smith
    Huntersville, NC
  • 02/2020 → 08/2020
    Unemployed
    Charlotte, NC
  • 10/2020 → 03/2023
    Bank Of America, N.A.
    Huntersville, NC
  • 03/2023 → Present
    Key Investment Services
    American Fork, UT
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-09-11
  • S66 Uniform Combined State Law Examination
    2020-09-11
Other Names
  • Jacob Hansell
  • Jake Hansell

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