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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 | 2025-05-14 |
Branch Locations
4900 Tiedeman Road, Brooklyn, OH 44144 • United States
119 Temple Hill Rd., New Windsor, NY 12553 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pasquale'S Pizza And Restaurant | New Paltz | NY | 06/2017 | 04/2019 |
| Adam'S Fairacre Farms | Poughkeepsie | NY | 06/2015 | 05/2017 |
| Unemployed | Highland | NY | 05/2019 | 08/2019 |
| Axa Advisors, Llc | Clifton Park | NY | 08/2019 | 12/2020 |
| Dutchess Community College | Poughkeepsie | NY | 08/2014 | 12/2016 |
| Suny New Paltz | New Paltz | NY | 12/2016 | 12/2018 |
| Hudson Valley Credit Union | Poughkeepsie | NY | 02/2020 | 11/2022 |
| Lpl Financial, Llc | New Windsor | NY | 06/2021 | 11/2022 |
| Hudson Valley Credit Union | Poughkeepsie | NY | 11/2022 | 04/2025 |
| Lpl Financial, Llc | New Windsor | NY | 11/2022 | 04/2025 |
| Key Investment Services Llc | Brooklyn | OH | 04/2025 | Present |
NOTARY; POSITION: Notary; NATURE: Notarizing documents on occasion for friends and family; INVESTMENT RELATED: No; NUMBER OF HOURS: 1; SECURITIES TRADING HOURS: 0; START DATE: 09/06/2022; ADDRESS: 1208 Mcintosh Place, Newburgh NY 12550, United States; DESCRIPTION: I notarize occasionally for friends and family. I understand I cannot notarize documents for Key Bank Clients.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-02-22 |
| S63 | Uniform Securities Agent State Law Examination | 2019-11-22 |
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