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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
53 South Main St, Liberty, NY 12754 • United States
4900 Tiedeman Road, Brooklyn, OH 44144 • United States
1203 Ulster Ave, Kingston, NY 12401 • 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 |
|---|---|---|---|---|
| Key Investment Services Llc | Poughkeepsie | NY | 12/2005 | Present |
BPOE 550 ELKS LODGE; POSITION: Trustee, Director; NATURE: Fraternal; INVESTMENT RELATED; No NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 0; START DATE: 04/01/2024; ADDRESS: 143 Hurley Ave, Kingston NY 12401, United States; DESCRIPTION: Board of Directors, Trustee; Oversee financial health of the organization; Maintain building and grounds.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-06-29 |
| S63 | Uniform Securities Agent State Law Examination | 1991-10-10 |
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