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Heather Rose Schultz

Key Investment Services LLC

Amherst, NY

Brooklyn, 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
NY RA APPROVED 2026-06-30
  • NY RA
    APPROVED
    Since 2026-06-30

Branch Locations

3171 Sheridan Drive, Amherst, NY 14226 • United States

4900 Tiedeman Road, Brooklyn, OH 44144 • 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
Alliance Advisory Group Buffalo NY 05/2021 06/2026
Wegmans Food Markets Amherst NY 01/2017 05/2022
Kenmore West High School Kenmore NY 08/2014 06/2018
Guardian Life Insurance Company Buffalo NY 07/2023 06/2026
Park Avenue Securities Buffalo NY 07/2023 06/2026
Key Investment Services Llc Brooklyn OH 06/2026 Present
  • 05/2021 → 06/2026
    Alliance Advisory Group
    Buffalo, NY
  • 01/2017 → 05/2022
    Wegmans Food Markets
    Amherst, NY
  • 08/2014 → 06/2018
    Kenmore West High School
    Kenmore, NY
  • 07/2023 → 06/2026
    Guardian Life Insurance Company
    Buffalo, NY
  • 07/2023 → 06/2026
    Park Avenue Securities
    Buffalo, NY
  • 06/2026 → Present
    Key Investment Services Llc
    Brooklyn, OH
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-11-06
  • S66 Uniform Combined State Law Examination
    2023-11-06

View on SEC IAPD

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NOTTINGHAM ADVISORS INC. · AMHERST, NY
CITIZENS SECURITIES, INC. · Amherst, NY
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