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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 | 2025-02-10 |
Branch Locations
3177 Latta Rd., Rochester, NY 14612 • United States
4900 Tiedeman Road, Brooklyn, OH 44144 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fifth Third Bank | Cornelius | NC | 05/2016 | 02/2023 |
| Fifth Third Securities | Cornelius | NC | 04/2019 | 02/2023 |
| Lpl Financial Llc | Chili | NY | 02/2023 | 02/2025 |
| M&T Bank | Chili | NY | 02/2023 | 02/2025 |
| Key Investment Services, Llc | Brooklyn | OH | 02/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-09-11 |
| S63 | Uniform Securities Agent State Law Examination | 2019-08-14 |
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