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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-09-08 |
Branch Locations
9668 N. Springboro Pike, Miamisburg, OH 45342-5077 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Key Investment Services Llc | Dayton | OH | 07/2019 | 06/2020 |
| Ohio University | Athens | OH | 08/2015 | 05/2019 |
| Southern Tide | Athens | OH | 08/2017 | 05/2019 |
| Re/Max Alliance | Dayton | OH | 07/2019 | 10/2019 |
| Keybank | Dayton | OH | 05/2018 | 08/2018 |
| Lexisnexis | Miamisburg | OH | 05/2017 | 08/2017 |
| Keybank | Dayton | OH | 06/2020 | 05/2024 |
| Key Investment Services Llc | Dayton | OH | 05/2022 | 05/2024 |
| Jpmorgan Chase Bank Na | Columbus | OH | 06/2024 | 08/2025 |
| Jpmorgan Securities Llc | Columbus | OH | 06/2024 | 08/2025 |
| Unemployed | West Milton | OH | 06/2019 | 06/2019 |
| Charles Schwab & Co, Inc | Miamisburg | OH | 08/2025 | Present |
| Charles Schwab Bank, Ssb | Miamisburg | OH | 08/2025 | Present |
1) Dayton Art Institute | Investment Related:No|456 Belmonte Park N|Dayton|Ohio|45405|USA|Nonprofit Charitable Organizations|Associate Board Member|2/2/2023|Less than 20|0|Help with the general planning and coordination of the DAI's signature events - The Art Ball and Oktoberfest
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-09-11 |
| S63 | Uniform Securities Agent State Law Examination | 2019-08-26 |
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