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4900 Tiedeman Road Oh-01-49-0215, Brooklyn, OH 44144 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-06-17 |
Branch Locations
2185 Warrensville Center Rd, University Heights, OH 44118 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Heinens Fine Foods | Aurora | OH | 08/2014 | 05/2019 |
| Bulone Brothers | Twinsburg | OH | 05/2019 | 08/2019 |
| Aurora Inn Hotel And Event Center | Aurora | OH | 05/2019 | 05/2020 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 06/2020 | 02/2022 |
| Northwestern Mutual Investment Services Llc | Cleveland | OH | 01/2021 | 02/2022 |
| Jamie Houston | Cleveland | OH | 11/2021 | 02/2022 |
| Pnc Investments Llc | Cleveland | OH | 03/2022 | 06/2025 |
| Key Investment Services, Llc. | Brooklyn | OH | 06/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-01-06 |
| S63 | Uniform Securities Agent State Law Examination | 2021-09-08 |
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