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Key Investment Services LLC CRD 136300
$8.88B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
4900 Tiedeman Road Oh-01-49-0215, Brooklyn, OH 44144 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2025-12-22 |
Branch Locations
4900 Tiedeman Road, Brooklyn, OH 44144 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank N.A. | Boulder | CO | 10/2019 | 10/2022 |
| Jpmorgan Securities Llc | Boulder | CO | 10/2019 | 10/2022 |
| Ameristar Casino Blackhawk | Blackhawk | CO | 07/2019 | 09/2019 |
| Del Lago Casino | Tyre | NY | 01/2017 | 05/2019 |
| Tioga Downs Casino | Nichols | NY | 10/2016 | 01/2017 |
| Hollywood Casino | Columbus | OH | 09/2012 | 10/2016 |
| Unemployed | Canandaigua | NY | 06/2019 | 06/2019 |
| Keybank Na | Denver | CO | 10/2022 | 04/2024 |
| Key Investment Services Llc | Brooklyn | OH | 10/2022 | 04/2024 |
| Key Investment Services, Llc | Brooklyn | OH | 04/2024 | 12/2024 |
| Key Investment Services Llc | Brooklyn | OH | 12/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-07-08 |
| S63 | Uniform Securities Agent State Law Examination | 2022-11-28 |
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