Best Investors Account Sign in
Current Employers
Key Investment Services Llc

4900 Tiedeman Road Oh-01-49-0215, Brooklyn, OH 44144 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2018-09-07
  • MI RA
    APPROVED
    Since 2018-09-07

Branch Locations

4900 Tiedeman Road, Brooklyn, OH 44144 • United States

161 E. Market St., Nappanee, IN 46550 • 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
Huntington Bank Sturgis MI 10/2014 09/2016
The Huntington Investment Company Columbus OH 03/2016 09/2016
Keybank Elkhart IN 09/2016 01/2018
Key Investment Services, Llc Dayton OH 09/2016 01/2018
Key Investment Services, Llc Dayton OH 01/2018 09/2018
Keybank Elkhart IN 01/2018 09/2018
Key Investment Services Dayton OH 09/2018 08/2020
Keybank Elkhart IN 09/2018 08/2020
Key Investment Services Dayton OH 08/2020 06/2022
Key Investment Services Llc Brooklyn OH 06/2022 Present
  • 10/2014 → 09/2016
    Huntington Bank
    Sturgis, MI
  • 03/2016 → 09/2016
    The Huntington Investment Company
    Columbus, OH
  • 09/2016 → 01/2018
    Keybank
    Elkhart, IN
  • 09/2016 → 01/2018
    Dayton, OH
  • 01/2018 → 09/2018
    Dayton, OH
  • 01/2018 → 09/2018
    Keybank
    Elkhart, IN
  • 09/2018 → 08/2020
    Key Investment Services
    Dayton, OH
  • 09/2018 → 08/2020
    Keybank
    Elkhart, IN
  • 08/2020 → 06/2022
    Key Investment Services
    Dayton, OH
  • 06/2022 → Present
    Brooklyn, OH
Other Businesses

- FREAKIN SHAKES - ICE CREAM SHOP; 01/01/2022; POSITION: OWNER/FINANCES; 303 WEST CHICAGO RD, STURGIS, MI 49091; 10HRS/MONTH; ZERO DURING TRADING HOURS; 50% OWNER; NO INCOME AT THIS TIME. - REALTOR; POSITION: realtor; NATURE: buying/selling houses; INVESTMENT RELATED: No; NUMBER OF HOURS: 10; SECURITIES TRADING HOURS: 0; START DATE: 04/01/2024; ADDRESS: 204 Grove St, Sturgis MI 49091, United States; DESCRIPTION: Realtor license for the state of Michigan. Mostly for hobby/personal purposes.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-09-06
S63 Uniform Securities Agent State Law Examination 2016-05-10
  • S65 Uniform Investment Adviser Law Examination
    2018-09-06
  • S63 Uniform Securities Agent State Law Examination
    2016-05-10

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Brooklyn, OH

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor