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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 | 2023-03-22 |
Branch Locations
4900 Tiedeman Road, Brooklyn, OH 44144 • United States
Port Clinton, OH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Salt Lake City | UT | 06/2021 | 10/2022 |
| Wells Fargo Bank, Na | Salt Lake City | UT | 03/2018 | 10/2022 |
| Pw Companies | Sandy | UT | 08/2016 | 02/2019 |
| Key Investment Services | Brooklyn | OH | 10/2022 | 01/2024 |
| Key Investment Services Llc | Brooklyn | OH | 01/2024 | 12/2024 |
| Key Investment Services Llc | Brooklyn | OH | 12/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-10-13 |
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