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4900 Tiedeman Road Oh-01-49-0215, Brooklyn, OH 44144 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2026-07-07 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fifth Third Bank | Mishawaka | IN | 03/2012 | 10/2021 |
| Fifth Third Securities | Mishawaka | IN | 02/2016 | 10/2021 |
| Securian Financial Services Inc | St Paul | MN | 01/2022 | 08/2023 |
| Securian Financial Services Inc | St Paul | MN | 10/2021 | 12/2021 |
| Cetera Wealth Services, Llc | South Bend | IN | 08/2023 | 05/2026 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2023 | 05/2026 |
| Healy Financial | South Bend | IN | 10/2021 | 05/2026 |
| Key Investments Services, Llc | Brooklyn | OH | 06/2026 | Present |
| Keybank | South Bend | IN | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-05-28 |
| S63 | Uniform Securities Agent State Law Examination | 2016-05-20 |
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