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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
OR RA APPROVED 2022-03-08
  • OR RA
    APPROVED
    Since 2022-03-08

Branch Locations

350 S. First Avenue, Hillsboro, OR 97123 • United States

2095 Nw 185Th Avenue, Hillsboro, OR 97124 • United States

4900 Tiedeman Road, Brooklyn, OH 44144 • United States

2898 Se 67Th Ave, Hillsboro, OR 97123 • 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
Keybank Portland OR 08/2015 06/2022
Portland State University Portland OR 09/2015 05/2017
Key Investment Services Portland OR 11/2019 06/2022
Key Investment Services Portland OR 06/2022 12/2023
Key Investment Services Llc Hillsboro OR 12/2023 Present
  • 08/2015 → 06/2022
    Keybank
    Portland, OR
  • 09/2015 → 05/2017
    Portland State University
    Portland, OR
  • 11/2019 → 06/2022
    Key Investment Services
    Portland, OR
  • 06/2022 → 12/2023
    Key Investment Services
    Portland, OR
  • 12/2023 → Present
    Hillsboro, OR
Other Businesses

Beacock Music and Education Center; non-investment related; 1420 SE 163rd Ave, Vancouver, WA 98683; music education; clarinet instructor; March 2016; 8 hours per month; 0 hours during securities trading hours; private clarinet lessons through a music studio

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-03-04
S63 Uniform Securities Agent State Law Examination 2020-02-07
  • S66 Uniform Combined State Law Examination
    2022-03-04
  • S63 Uniform Securities Agent State Law Examination
    2020-02-07

View on SEC IAPD

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