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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-09-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Key Investment Services | Cleveland | OH | 07/2020 | 12/2021 |
| Keybank | Ashtabula | OH | 07/2020 | 12/2021 |
| Whirley Drinkworks | Warren | PA | 05/2017 | 08/2017 |
| Northwest Bank | Warren | PA | 05/2018 | 02/2019 |
| California University Of Pennsylvania | California | PA | 08/2015 | 05/2020 |
| Keybank | Ashtabula | OH | 12/2021 | 04/2022 |
| Key Investment Services | Brooklyn | OH | 12/2021 | 04/2022 |
| Key Investment Services Llc | Brooklyn | OH | 04/2022 | 08/2024 |
| Keybank | Ashtabula | OH | 04/2022 | 08/2024 |
| Cetera Investment Services Llc | St Cloud | MN | 09/2024 | Present |
| Cetera Investment Advisers Llc | North Royalton | OH | 09/2024 | Present |
| First National Bank Of Pa | North Royalton | OH | 09/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-04-28 |
| S63 | Uniform Securities Agent State Law Examination | 2020-12-11 |
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