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V Robert Wallace

Key Investment Services LLC

Brooklyn, OH

Newberg, OR

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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 2025-09-29
  • OR RA
    APPROVED
    Since 2025-09-29

Branch Locations

4900 Tiedeman Road, Brooklyn, OH 44144 • United States

1815 Portland Rd, Newberg, OR 97132 • 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
Crown Wealth Management Costa Mesa CA 09/2016 04/2021
Homemaking Newberg OR 05/2021 02/2022
Student Irvine CA 11/2015 09/2016
Axiom Wealth Strategies Bend OR 03/2022 10/2023
Key Investment Services, Llc Brooklyn OH 09/2025 Present
Unemployed Newberg OR 11/2023 10/2024
Arete Wealth Strategists Edina MN 10/2024 12/2024
Unemployed Newberg OR 01/2025 08/2025
  • 09/2016 → 04/2021
    Crown Wealth Management
    Costa Mesa, CA
  • 05/2021 → 02/2022
    Homemaking
    Newberg, OR
  • 11/2015 → 09/2016
    Student
    Irvine, CA
  • 03/2022 → 10/2023
    Axiom Wealth Strategies
    Bend, OR
  • 09/2025 → Present
    Key Investment Services, Llc
    Brooklyn, OH
  • 11/2023 → 10/2024
    Unemployed
    Newberg, OR
  • 10/2024 → 12/2024
    Arete Wealth Strategists
    Edina, MN
  • 01/2025 → 08/2025
    Unemployed
    Newberg, OR
Previous Registrations
  • 2022-03-07 → 2023-11-02
    Axiom Wealth Strategies, Llc
    Newberg, OR
    Bend, OR
  • 2018-05-30 → 2021-04-30
    Securities America Advisors, Inc.
    Costa Mesa, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-12-10
  • S66 Uniform Combined State Law Examination
    2025-12-10
Other Names
  • V Robert Wallace

View on SEC IAPD

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OSAIC WEALTH, INC.
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THE HUNTINGTON INVESTMENT COMPANY
J.P. MORGAN SECURITIES LLC

Other Investors

Joseph Briel Skarda
KRISTY LYNN TOYE-COOPER
David Jonathan Dershteller
LUANN MARIE SPAETHE
Mallory D Haseley
TIMOTHY ALBERT SHAW
MICHAEL BRENT BUROKER
KAREN ALTHIA YORKE

Other Offices

KEY INVESTMENT SERVICES LLC · BROOKLYN, OH
VICTORY CAPITAL MANAGEMENT INC. · Brooklyn, OH
LINCOLN INVESTMENT · PARMA, OH
INDEPENDENCE CAPITAL CO., INC. · PARMA, OH
LPL FINANCIAL LLC · PARMA, OH
OSAIC WEALTH, INC. · PARMA, OH
CETERA INVESTMENT ADVISERS LLC · CLEVELAND, OH
THE HUNTINGTON INVESTMENT COMPANY · Cleveland, OH

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