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Robert W Kowalewski

Key Investment Services LLC

Brooklyn, OH

Cleveland, OH

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Current Employers
Key Investment Services Llc

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

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2022-01-31
  • OH RA
    APPROVED
    Since 2022-01-31

Branch Locations

4900 Tiedeman Road, Brooklyn, OH 44144 • United States

Cleveland, OH • 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
John Ertz Cleveland OH 07/2016 11/2019
Northwestern Mutual Investment Services Llc Cleveland OH 06/2018 10/2021
John Ertz Cleveland OH 11/2019 03/2020
Weslee Trillow Cleveland OH 03/2020 10/2021
Key Investment Services Brooklyn OH 11/2021 08/2024
Unemployed Cleveland OH 10/2021 11/2021
Key Investment Services Llc Brooklyn OH 08/2024 Present
  • 07/2016 → 11/2019
    John Ertz
    Cleveland, OH
  • 06/2018 → 10/2021
    Northwestern Mutual Investment Services Llc
    Cleveland, OH
  • 11/2019 → 03/2020
    John Ertz
    Cleveland, OH
  • 03/2020 → 10/2021
    Weslee Trillow
    Cleveland, OH
  • 11/2021 → 08/2024
    Key Investment Services
    Brooklyn, OH
  • 10/2021 → 11/2021
    Unemployed
    Cleveland, OH
  • 08/2024 → Present
    Key Investment Services Llc
    Brooklyn, OH
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-01-28
S63 Uniform Securities Agent State Law Examination 2019-04-12
  • S65 Uniform Investment Adviser Law Examination
    2022-01-28
  • S63 Uniform Securities Agent State Law Examination
    2019-04-12

View on SEC IAPD

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OSAIC WEALTH, INC.
CETERA INVESTMENT ADVISERS LLC
THE HUNTINGTON INVESTMENT COMPANY
J.P. MORGAN SECURITIES LLC

Other Investors

Joseph Briel Skarda
KRISTY LYNN TOYE-COOPER
David Jonathan Dershteller
LUANN MARIE SPAETHE
Mallory D Haseley
TIMOTHY ALBERT SHAW
MICHAEL BRENT BUROKER
KAREN ALTHIA YORKE

Other Offices

KEY INVESTMENT SERVICES LLC · BROOKLYN, OH
VICTORY CAPITAL MANAGEMENT INC. · Brooklyn, OH
LINCOLN INVESTMENT · PARMA, OH
INDEPENDENCE CAPITAL CO., INC. · PARMA, OH
LPL FINANCIAL LLC · PARMA, OH
OSAIC WEALTH, INC. · PARMA, OH
CETERA INVESTMENT ADVISERS LLC · CLEVELAND, OH
THE HUNTINGTON INVESTMENT COMPANY · Cleveland, OH

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