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4900 Tiedeman Road Oh-01-49-0215, Brooklyn, OH 44144 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-07-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Keybank | Rochester | NY | 07/2017 | 07/2020 |
| Fetch Logistics | Tonawanda | NY | 02/2017 | 07/2017 |
| Shoe Show Inc. | Lockport/Niagara Falls | NY | 10/2014 | 08/2017 |
| Daemen College | Amherst | NY | 09/2013 | 12/2016 |
| Keybank | Geneseo | NY | 07/2020 | 06/2024 |
| Key Investment Services, Llc | Brooklyln | OH | 06/2024 | Present |
| Keybank | Geneseo | NY | 06/2024 | Present |
GENESEO ROTARY CLUB- POSITION: null NATURE: I will be joining the Geneseo Rotary Club Board of Directors as a social media manager. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 08/17/2026. ADDRESS: 42 Lathrop Ave, Le Roy NY 14482, United States. DESCRIPTION: There are times where the board votes on how to use fundraising dollars through purchasing or bank products.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-07-14 |
| S63 | Uniform Securities Agent State Law Examination | 2024-07-12 |
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