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4900 Tiedeman Road Oh-01-49-0215, Brooklyn, OH 44144 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2021-01-04 |
Branch Locations
4900 Tiedeman Road, Brooklyn, OH 44144 • United States
128 Sw Third Avenue, Albany, OR 97321 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Arizona State University | Tempe | AZ | 05/2016 | 12/2019 |
| Starbucks | Albany | OR | 01/2016 | 12/2019 |
| Axa Advisors, Llc | New York | NY | 09/2019 | 10/2019 |
| Purkey Bookkeeping, Llc | Corvallis | OR | 12/2019 | 03/2020 |
| Key Bank | Albany | OR | 04/2020 | 06/2021 |
| Key Investment Services | Albany | OR | 04/2020 | 06/2021 |
| Key Investment Services | Albany | OR | 06/2021 | Present |
House rental: 538 4th Ave SE, Albany OR 97321 Start 10/1/23 no activity during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-12-23 |
| S63 | Uniform Securities Agent State Law Examination | 2019-10-21 |
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