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4900 Tiedeman Road Oh-01-49-0215, Brooklyn, OH 44144 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2022-03-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Signature Financial Planning | Pittsburgh | PA | 01/2016 | 01/2017 |
| Community College Of Allegheny County | Pittsburgh | PA | 08/2013 | 12/2018 |
| Unemployment | Pittsburgh | PA | 01/2017 | 07/2017 |
| Citizens Bank | Pittsburgh | PA | 07/2017 | 01/2020 |
| Citizens Securities, Inc | Pittsburgh | PA | 07/2017 | 12/2020 |
| Key Investment Services | Columbus | OH | 02/2021 | 03/2022 |
| Keybank | Pittsburgh | PA | 02/2021 | 03/2022 |
| Key Investment Services Llc | Brooklyn | OH | 03/2022 | 06/2026 |
| Keybank | Pittsburgh | PA | 03/2022 | 06/2026 |
| Key Investment Services, Llc | Brooklyn | OH | 06/2026 | Present |
| Licensed Branch Manager | Pittsburgh | PA | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-03-04 |
| S63 | Uniform Securities Agent State Law Examination | 2017-10-30 |
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