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Kyle James Forman

Key Investment Services LLC

Brooklyn, OH

Parma, OH

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Current Employers
Key Investment Services Llc

4900 Tiedeman Road Oh-01-49-0215, Brooklyn, OH 44144 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2024-01-16
  • OH RA
    APPROVED
    Since 2024-01-16

Branch Locations

4900 Tiedeman Road, Brooklyn, OH 44144 • United States

7400 Ridgewood Drive, Parma, OH 44129 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Citizens Bank Independence OH 10/2016 07/2019
Citizens Securities Inc Parma OH 08/2019 07/2020
Citizens Bank Parma OH 07/2019 07/2020
Shankman And Associates Solon OH 02/2014 09/2016
Key Investment Services Cleveland OH 07/2020 01/2024
Keybank Independence OH 07/2020 01/2024
Key Investment Services, Llc Brooklyn OH 01/2024 Present
  • 10/2016 → 07/2019
    Citizens Bank
    Independence, OH
  • 08/2019 → 07/2020
    Citizens Securities Inc
    Parma, OH
  • 07/2019 → 07/2020
    Citizens Bank
    Parma, OH
  • 02/2014 → 09/2016
    Shankman And Associates
    Solon, OH
  • 07/2020 → 01/2024
    Key Investment Services
    Cleveland, OH
  • 07/2020 → 01/2024
    Keybank
    Independence, OH
  • 01/2024 → Present
    Key Investment Services, Llc
    Brooklyn, OH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-06-05
S63 Uniform Securities Agent State Law Examination 2019-11-04
  • S66 Uniform Combined State Law Examination
    2023-06-05
  • S63 Uniform Securities Agent State Law Examination
    2019-11-04

View on SEC IAPD

Other Firms

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LINCOLN INVESTMENT
INDEPENDENCE CAPITAL CO., INC.
LPL FINANCIAL LLC
OSAIC WEALTH, INC.
CETERA INVESTMENT ADVISERS LLC
THE HUNTINGTON INVESTMENT COMPANY
J.P. MORGAN SECURITIES LLC

Other Investors

Joseph Briel Skarda
KRISTY LYNN TOYE-COOPER
David Jonathan Dershteller
LUANN MARIE SPAETHE
Mallory D Haseley
TIMOTHY ALBERT SHAW
MICHAEL BRENT BUROKER
KAREN ALTHIA YORKE

Other Offices

KEY INVESTMENT SERVICES LLC · BROOKLYN, OH
VICTORY CAPITAL MANAGEMENT INC. · Brooklyn, OH
LINCOLN INVESTMENT · PARMA, OH
INDEPENDENCE CAPITAL CO., INC. · PARMA, OH
LPL FINANCIAL LLC · PARMA, OH
OSAIC WEALTH, INC. · PARMA, OH
CETERA INVESTMENT ADVISERS LLC · CLEVELAND, OH
THE HUNTINGTON INVESTMENT COMPANY · Cleveland, OH

More in Brooklyn, OH

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