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4900 Tiedeman Road Oh-01-49-0215, Brooklyn, OH 44144 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2022-03-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Indianapolis | IN | 06/2019 | 05/2020 |
| Martin Brothers Conracting | Goshen | IN | 05/2019 | 06/2019 |
| Ball State University | Muncie | IN | 08/2018 | 05/2019 |
| Keybank | Elkhart | IN | 05/2018 | 08/2018 |
| Ball State University | Muncie | IN | 10/2017 | 05/2018 |
| Vie At Muncie | Muncie | IN | 05/2017 | 10/2017 |
| Joyrun | Muncie | IN | 02/2017 | 05/2017 |
| Ball State University | Muncie | IN | 08/2016 | 02/2017 |
| Fidelity Brokerage Services Llc | Carmel | IN | 05/2020 | 02/2021 |
| Key Investment Services Llc | Brooklyn | OH | 03/2022 | 04/2023 |
| Fidelity Investments | Indianapolis | IN | 02/2021 | 03/2022 |
| Key Investment Services Llc | Brooklyn | OH | 04/2023 | Present |
| Keybank Na | Indianapolis | IN | 04/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-12-09 |
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