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4900 Tiedeman Road Oh-01-49-0215, Brooklyn, OH 44144 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-03-26 |
Branch Locations
4900 Tiedeman Road, Brooklyn, OH 44144 • United States
Rochester, NY • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Rochester | NY | 05/2012 | 09/2016 |
| First Niagara Bank | Rochester | NY | 05/2012 | 09/2016 |
| Key Investment Services Llc | Rochester | NY | 09/2016 | Present |
1. 06/04/2015: NO BUSINESS NAME - INV REL - 117A NORTH OCEAN BLVD, SURFSIDE BEACH, SC - REAL ESTATE RENTAL - START 12/01/2010 - 1 HR/MO NONE DURING SECS TRDG HRS - CO-OWNER 2. Rental property; not investment related; 49 Middlesex Road, Rochester, NY 14610; rental property; owner; start date 4/1/2021; 2 hours per month during non-trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-03-01 |
| S63 | Uniform Securities Agent State Law Examination | 1991-08-09 |
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