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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 | 2026-02-06 |
Branch Locations
4900 Tiedeman Road, Brooklyn, OH 44144 • United States
7350 Niagara Falls Blvd, Niagara Falls, NY 14304 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| M&T Bank | Lancaster | NY | 06/2014 | 03/2017 |
| Key Investment Services Llc | Buffalo | NY | 03/2017 | 08/2017 |
| Key Bank | Amherst | NY | 03/2017 | 08/2017 |
| Hsbc Bank Usa National Association | Depew | NY | 09/2017 | 01/2019 |
| Hsbc Securities Usa, Inc. | Depew | NY | 10/2018 | 12/2021 |
| Hsbc Bank Us Na | Depew | NY | 01/2019 | 12/2021 |
| Hsbc Securities | Depew | NY | 01/2019 | 12/2021 |
| Pacific Life Insurance | Aliso Viejo | CA | 12/2021 | 05/2024 |
| Pacific Select Distributors, Llc | Newport Beach | CA | 12/2021 | 05/2024 |
| Transamerica Life Insurance Company | Cedar Rapids | IA | 06/2024 | 10/2024 |
| Lpl Financial Llc | San Diego | CA | 10/2024 | 04/2025 |
| Lpl Enterprise Llc | Irvine | CA | 04/2025 | 08/2025 |
| Cdl Financial, Llc | San Juan Capistrano | CA | 09/2025 | 12/2025 |
| M&T Securities, Inc. | Lancaster | NY | 02/2017 | 03/2017 |
| Chyron Williamson, Sole Proprietor | Aliso Viejo | CA | 03/2025 | 12/2025 |
| Cdl Financial, Llc | San Juan Capistrano | CA | 07/2025 | 12/2025 |
| Key Investment Services Llc | Brooklyn | OH | 01/2026 | Present |
| Keybank | Niagara Falls | NY | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-08-25 |
| S63 | Uniform Securities Agent State Law Examination | 2018-10-25 |
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