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4900 Tiedeman Road Oh-01-49-0215, Brooklyn, OH 44144 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2023-02-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jp Morgan Chase | Rochester | NY | 03/2005 | 10/2022 |
| J.P. Morgan Securities Llc | Brockport | NY | 10/2012 | 10/2022 |
| Key Investment Services Llc | Brooklyn | OH | 10/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-02-24 |
| S63 | Uniform Securities Agent State Law Examination | 2005-04-26 |
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