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4900 Tiedeman Road Oh-01-49-0215, Brooklyn, OH 44144 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2023-01-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pro Sports Club | Bellevue | WA | 04/2012 | 11/2022 |
| Symetra Life Insurance Co. Inc. | Bellevue | WA | 10/2015 | 03/2018 |
| Symetra Securities Inc. | Bellevue | WA | 12/2015 | 03/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Bellevue | WA | 01/2019 | 11/2022 |
| Bank Of America, N.A. | Bellevue | WA | 03/2019 | 11/2022 |
| Key Investment Services | Seattle | WA | 01/2023 | Present |
I*516967 For profit or not for profit: Entity For Profit Name of outside business organization: Half Note Music Studio Investment related: Address of business: Bellevue, Washington 98007 Nature of business: Entity For Profit,Entity For Profit Compensation for Activity: Position, title, association: Teach music lessons to children and some adults. Start date of relationship: 8/2021 Number of hours devoted: Weekly hour(s) 5 Number of hours devoted during trading hours: 0 Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-04-04 |
| S63 | Uniform Securities Agent State Law Examination | 2016-05-12 |
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