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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 | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-03-04 |
| S63 | Uniform Securities Agent State Law Examination | 2020-02-07 |
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