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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 | 2021-11-22 |
Branch Locations
4900 Tiedeman Road, Brooklyn, OH 44144 • United States
1071 Payne Ave., North Tonawanda, NY 14120 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Keybank | Buffalo | NY | 01/2009 | 06/2026 |
| Olive Garden | Buffalo | NY | 02/2007 | 06/2020 |
| Key Investment Services Llc | Buffalo | NY | 11/2015 | 10/2020 |
| Key Investment Services | Buffalo | NY | 10/2020 | 06/2026 |
| Key Investment Services, Llc | Brooklyn | OH | 06/2026 | Present |
Essential Solutions; not investment-related; 6190 Powers Ferry Rd, Suite 505, Atlanta, Georgia 30339; medicare enrollment; agent;4/1/2022; 15 hours per month during non-trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-11-19 |
| S63 | Uniform Securities Agent State Law Examination | 2016-06-16 |
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