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Jordonna Pauli Spina

Key Investment Services LLC

Latham, 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 2022-03-10
  • NY RA
    APPROVED
    Since 2022-03-10

Branch Locations

767 New Loudon Road, Latham, NY 12110 • 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
Bj's Wholesale Club Utica NY 07/2013 01/2017
Siena College Heop Loundonville NY 02/2016 05/2018
Keybank Na Rotational NY 05/2018 07/2018
Keybank Na Latham NY 09/2017 05/2018
Keybank Na Albany NY 07/2018 Present
Key Investment Services Llc Albany NY 07/2018 Present
Siena College Loudonville NY 09/2014 05/2018
  • 07/2013 → 01/2017
    Bj's Wholesale Club
    Utica, NY
  • 02/2016 → 05/2018
    Siena College Heop
    Loundonville, NY
  • 05/2018 → 07/2018
    Keybank Na
    Rotational, NY
  • 09/2017 → 05/2018
    Keybank Na
    Latham, NY
  • 07/2018 → Present
    Keybank Na
    Albany, NY
  • 07/2018 → Present
    Key Investment Services Llc
    Albany, NY
  • 09/2014 → 05/2018
    Siena College
    Loudonville, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-03-09
S63 Uniform Securities Agent State Law Examination 2018-08-03
  • S66 Uniform Combined State Law Examination
    2022-03-09
  • S63 Uniform Securities Agent State Law Examination
    2018-08-03

View on SEC IAPD

Other Firms

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AMERIPRISE FINANCIAL SERVICES, LLC
EAGLE STRATEGIES LLC
MML INVESTORS SERVICES, LLC
CAPABLE WEALTH, LLC
LPL FINANCIAL LLC
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
GALLAGHER FIDUCIARY ADVISORS, LLC

Other Investors

Becky M Sciortino
CHRISTOPHER MICHAEL INGEMIE
DAVID P MARTIN
DANIEL SCOTT SULLIVAN
Nicholas Arthur Mattiello
John Michael Daniels
Zachary T Rupert
Christopher Welfley

Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · LATHAM, NY
AMERIPRISE FINANCIAL SERVICES, LLC · Latham, NY
EAGLE STRATEGIES LLC · LATHAM, NY
MML INVESTORS SERVICES, LLC · LATHAM, NY
CAPABLE WEALTH, LLC · LATHAM, NY
LPL FINANCIAL LLC · LATHAM, NY
LPL FINANCIAL LLC · LATHAM, NY
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC · LATHAM, NY

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