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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2023-09-12 |
Branch Locations
55 Public Square Ste 1800, Cleveland, OH 44113 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Key Investment Services, Llc | Cleveland | OH | 07/2016 | 01/2019 |
| Key Investment Services | Cleveland | OH | 01/2019 | 01/2022 |
| Key Investment Services Llc | Brooklyn | OH | 01/2022 | 09/2023 |
| Cetera Investment Services Llc | St.CLoud | MN | 09/2023 | Present |
| Cetera Investment Advisers Llc | Monroeville | PA | 09/2023 | Present |
| First National Bank Of Pa | Monroeville | PA | 09/2023 | Present |
1. REGISTERED CARETAKER THROUGH OHIO DEPT OF MEDICAID FOR ADULT DISABLED SON;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-05-09 |
| S63 | Uniform Securities Agent State Law Examination | 2016-03-31 |
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