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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 | 2021-03-26 |
Branch Locations
4900 Tiedeman Road, Brooklyn, OH 44144 • United States
8899 Main St., Williamsville, NY 14221 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Buffalo | NY | 05/2012 | 09/2016 |
| Key Investment Services Llc | Cheektowaga | NY | 09/2016 | Present |
HEADS & TAILS COINS; NATURE: Buy and sell coins and stamps. Specifically, sell the bottom half of my collections to purchase better quality items for my collection. In the process I would reduce the volume as I trade up in quality making it easier for my family to deal with dissolving my collection through a higher end auction house like Heritage someday. INVESTMENT RELATED: No; NUMBER OF HOURS: 20; SECURITIES TRADING HOURS: 0; START DATE: 04/15/2026; ADDRESS: 5190 Donington Rd, Clarence, NY 14031, United States; DESCRIPTION: Organize and market sales of my coin and stamp inventory.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-08-01 |
| S63 | Uniform Securities Agent State Law Examination | 2005-09-21 |
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