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4900 Tiedeman Road Oh-01-49-0215, Brooklyn, OH 44144 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2026-01-06 |
Branch Locations
4900 Tiedeman Road, Brooklyn, OH 44144 • United States
505 W Meeker Street, Kent, WA 98032 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank, N.A. | Seattle | WA | 10/2016 | 11/2020 |
| Wells Fargo Clearing Services, Llc | Seattle | WA | 11/2018 | 11/2020 |
| Hilton Seattle Airport And Conference Center | Seattle | WA | 06/2016 | 10/2016 |
| Jpmorgan Chase Bank, N.A. | Newcastle | WA | 11/2020 | 06/2022 |
| J.P. Morgan Securities Llc | Newcastle | WA | 11/2020 | 06/2022 |
| J.P. Morgan Securities Llc | Newcastle | WA | 06/2022 | 02/2023 |
| Wells Fargo Bank, Na | Seattle | WA | 03/2023 | 12/2025 |
| Wells Fargo Clearing Services, Llc | Seattle | WA | 03/2023 | 12/2025 |
| Key Investment Services | Brooklyn | OH | 01/2026 | Present |
| Keybank Association | Kent | WA | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-05-07 |
| S63 | Uniform Securities Agent State Law Examination | 2019-04-15 |
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