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4100 Embassy Parkway Suite 100, Akron, OH 44333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-06-07 |
Branch Locations
4100 Embassy Parkway Suite 100, Akron, OH 44333 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial | Akron | OH | 06/2026 | Present |
| Key Investment Services | Cleveland | OH | 07/2020 | 01/2022 |
| Keybank | Twinsburg | OH | 07/2020 | 01/2022 |
| City Of Brecksville | Brecksville | OH | 05/2016 | 01/2017 |
| Capital University | Bexley | OH | 01/2017 | 07/2020 |
| Key Investment Services Llc | Brooklyn | OH | 01/2022 | 04/2023 |
| Keybank | Twinsburg | OH | 01/2022 | 04/2023 |
| Key Investment Services Llc | Brooklyn | OH | 04/2023 | 02/2025 |
| Key Investment Services, Llc | Brooklyn | OH | 02/2025 | 06/2026 |
1. 06/2026 –Symphony Financial Services– DBA for LPL Business (entity for LPL business) – Inv Related – 160 Hour(s)/Month – 160 Hour(s) During Trading – At Reported Business Location (s) – OBA Start Date: 6/4/2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-12-07 |
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