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Employer firm

Key Investment Services LLC CRD 136300

$8.88B regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Key Investment Services Llc

4900 Tiedeman Road Oh-01-49-0215, Brooklyn, OH 44144 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2026-07-03
  • NY RA
    APPROVED
    Since 2026-07-03

Branch Locations

4900 Tiedeman Road, Brooklyn, OH 44144 • United States

3636 Dewey Avenue, Rochester, NY 14616 • 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
Bankers Life & Casualty, Inc Tampa FL 10/2023 05/2025
Hunger & Thirst Group St. Petersburg FL 10/2021 03/2023
T.C. Hooligans Rochester NY 01/2021 08/2021
Student Rochester NY 02/2008 06/2020
Student Rochester NY 09/2020 01/2021
Unemployed Tampa FL 04/2023 09/2023
Bankers Life Securities, Inc Tampa FL 02/2025 05/2025
Key Investment Services, Llc Brooklyn OH 05/2025 Present
Keybank Rochester NY 05/2025 Present
  • 10/2023 → 05/2025
    Bankers Life & Casualty, Inc
    Tampa, FL
  • 10/2021 → 03/2023
    Hunger & Thirst Group
    St. Petersburg, FL
  • 01/2021 → 08/2021
    T.C. Hooligans
    Rochester, NY
  • 02/2008 → 06/2020
    Student
    Rochester, NY
  • 09/2020 → 01/2021
    Student
    Rochester, NY
  • 04/2023 → 09/2023
    Unemployed
    Tampa, FL
  • 02/2025 → 05/2025
    Bankers Life Securities, Inc
    Tampa, FL
  • 05/2025 → Present
    Brooklyn, OH
  • 05/2025 → Present
    Keybank
    Rochester, NY
Other Businesses

MIDNIGHT MARKET VENDING LLC POSITION: null NATURE: The nature of the business is vending machines. Putting vending machines in retail businesses to provide products. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 02/23/2026 ADDRESS: 1370 West Ridge Road, #1118, Rochester NY 14615, United States DESCRIPTION: I am the owner and will be funding and filling vending machines and will have no employees or any other workers.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-07-02
S63 Uniform Securities Agent State Law Examination 2025-05-07
  • S65 Uniform Investment Adviser Law Examination
    2026-07-02
  • S63 Uniform Securities Agent State Law Examination
    2025-05-07

View on SEC IAPD

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