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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 | 2017-07-10 |
Branch Locations
4900 Tiedeman Road, Brooklyn, OH 44144 • United States
20633 Center Ridge Rd, Rocky River, OH 44116 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Keybank | Lakewood | OH | 09/2014 | 01/2017 |
| Key Investment Services Llc | Cleveland | OH | 09/2015 | 01/2017 |
| Key Investment Services, Llc | Cleveland | OH | 01/2017 | 07/2017 |
| Keybank | Lakewood | OH | 01/2017 | 07/2017 |
| Key Investment Services, Llc | Cleveland | OH | 07/2017 | 01/2018 |
| Keybank | Lakewood | OH | 07/2017 | 01/2018 |
| Key Investment Services, Llc | Cleveland | OH | 01/2018 | 09/2021 |
| Key Investment Services | Rocky River | OH | 09/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-07-07 |
| S63 | Uniform Securities Agent State Law Examination | 2015-11-12 |
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