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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 | 2021-11-17 |
Branch Locations
19161 Se Mill Plain Boulevard, Vancouver, WA 98683 • United States
4900 Tiedeman Road, Brooklyn, OH 44144 • United States
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 |
|---|---|---|---|---|
| Waddell & Reed Inc | Sacramento | CA | 03/2016 | 05/2018 |
| Various Insurance Carriers For W&R Insurance Agencies | Sacramento | CA | 09/2016 | 05/2018 |
| In Home Supportive Services | Sacramento | CA | 11/2010 | 07/2018 |
| Keybank | Lebanon | OR | 07/2018 | 06/2020 |
| Key Investment Services | Lebanon | OR | 09/2018 | 06/2020 |
| Key Investment Services | Vancouver | WA | 06/2020 | Present |
1) Daniel Zamoshnikov Photography; not investment related; 11108 NE 133rd Ct, Vancouver, Washington 98682; owner/photographer; 1/31/2019; 3-5 hours per month with 0 during trading hours. 2) Rental of Previous Primary Residence; 10402 NE 67th Ave. Vancouver, WA 98686. Start date: 02/02/2023. Title: Home Owner (Land Lord). Partner/Ownership 50%. Non-Investment Related. 0 hours per month (property manager manages). 0 hours during securities trading hours. 3) RENTAL PROPERTY, POSITION: null NATURE: Rental Property INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2026, ADDRESS: 11108 NE 133rd Court, Vancouver WA 98682, United States, DESCRIPTION: Owner of Property. Day-to-day operations to be managed by Property Manager.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-09-01 |
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