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Kaitlyn M Worthley

Key Investment Services LLC

Oak Grove, OR

Brooklyn, OH

Milwaukie, OR

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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
OR RA APPROVED 2022-05-13
  • OR RA
    APPROVED
    Since 2022-05-13

Branch Locations

14888 Se Mcloughlin Blvd, Oak Grove, OR 97268 • United States

4900 Tiedeman Road, Brooklyn, OH 44144 • United States

10888 Se Main St., Milwaukie, OR 97222 • 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
Keybank Portland OR 06/2018 12/2021
Key Investment Services Portland OR 07/2018 12/2021
University Of Oregon Eugene OR 09/2014 06/2018
White House Black Market Portland OR 06/2016 12/2017
Key Investment Services King City OR 12/2021 07/2023
Key Investment Services Tualatin OR 07/2023 Present
  • 06/2018 → 12/2021
    Keybank
    Portland, OR
  • 07/2018 → 12/2021
    Key Investment Services
    Portland, OR
  • 09/2014 → 06/2018
    University Of Oregon
    Eugene, OR
  • 06/2016 → 12/2017
    White House Black Market
    Portland, OR
  • 12/2021 → 07/2023
    Key Investment Services
    King City, OR
  • 07/2023 → Present
    Key Investment Services
    Tualatin, OR
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-05-12
S63 Uniform Securities Agent State Law Examination 2018-08-13
  • S66 Uniform Combined State Law Examination
    2022-05-12
  • S63 Uniform Securities Agent State Law Examination
    2018-08-13

View on SEC IAPD

Other Firms

VICTORY CAPITAL MANAGEMENT INC.
LINCOLN INVESTMENT
INDEPENDENCE CAPITAL CO., INC.
LPL FINANCIAL LLC
OSAIC WEALTH, INC.
CETERA INVESTMENT ADVISERS LLC
THE HUNTINGTON INVESTMENT COMPANY
J.P. MORGAN SECURITIES LLC

Other Investors

Joseph Briel Skarda
KRISTY LYNN TOYE-COOPER
David Jonathan Dershteller
LUANN MARIE SPAETHE
Mallory D Haseley
TIMOTHY ALBERT SHAW
MICHAEL BRENT BUROKER
KAREN ALTHIA YORKE

Other Offices

KEY INVESTMENT SERVICES LLC · BROOKLYN, OH
VICTORY CAPITAL MANAGEMENT INC. · Brooklyn, OH
LINCOLN INVESTMENT · PARMA, OH
INDEPENDENCE CAPITAL CO., INC. · PARMA, OH
LPL FINANCIAL LLC · PARMA, OH
OSAIC WEALTH, INC. · PARMA, OH
CETERA INVESTMENT ADVISERS LLC · CLEVELAND, OH
THE HUNTINGTON INVESTMENT COMPANY · Cleveland, OH

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