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Richard Todd Evans

Key Investment Services LLC

Brooklyn, OH

Copley, OH

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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
OH RA APPROVED 2020-08-26
  • OH RA
    APPROVED
    Since 2020-08-26

Branch Locations

4900 Tiedeman Road, Brooklyn, OH 44144 • United States

Copley, OH • 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
Wbc Group Hudson OH 04/2016 12/2016
Valic Financial Advisors, Inc. Independence OH 12/2016 08/2017
Key Investment Services Pepper Pike OH 07/2018 08/2020
Keybank Solon OH 07/2018 08/2020
Quicken Loans Cleveland OH 08/2017 06/2018
Key Investment Services Dayton OH 08/2020 05/2022
Keybank Solon OH 08/2020 05/2022
Key Investment Services Llc Brooklyn OH 05/2022 02/2023
Key Investment Services, Llc Brooklyn OH 02/2023 Present
  • 04/2016 → 12/2016
    Wbc Group
    Hudson, OH
  • 12/2016 → 08/2017
    Valic Financial Advisors, Inc.
    Independence, OH
  • 07/2018 → 08/2020
    Key Investment Services
    Pepper Pike, OH
  • 07/2018 → 08/2020
    Keybank
    Solon, OH
  • 08/2017 → 06/2018
    Quicken Loans
    Cleveland, OH
  • 08/2020 → 05/2022
    Key Investment Services
    Dayton, OH
  • 08/2020 → 05/2022
    Keybank
    Solon, OH
  • 05/2022 → 02/2023
    Key Investment Services Llc
    Brooklyn, OH
  • 02/2023 → Present
    Key Investment Services, Llc
    Brooklyn, OH
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-10-26
S63 Uniform Securities Agent State Law Examination 1996-09-26
  • S66 Uniform Combined State Law Examination
    2007-10-26
  • S63 Uniform Securities Agent State Law Examination
    1996-09-26

View on SEC IAPD

Other Firms

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LINCOLN INVESTMENT
INDEPENDENCE CAPITAL CO., INC.
LPL FINANCIAL LLC
OSAIC WEALTH, INC.
CETERA INVESTMENT ADVISERS LLC
THE HUNTINGTON INVESTMENT COMPANY
J.P. MORGAN SECURITIES LLC

Other Investors

Joseph Briel Skarda
KRISTY LYNN TOYE-COOPER
David Jonathan Dershteller
LUANN MARIE SPAETHE
Mallory D Haseley
TIMOTHY ALBERT SHAW
MICHAEL BRENT BUROKER
KAREN ALTHIA YORKE

Other Offices

KEY INVESTMENT SERVICES LLC · BROOKLYN, OH
VICTORY CAPITAL MANAGEMENT INC. · Brooklyn, OH
LINCOLN INVESTMENT · PARMA, OH
INDEPENDENCE CAPITAL CO., INC. · PARMA, OH
LPL FINANCIAL LLC · PARMA, OH
OSAIC WEALTH, INC. · PARMA, OH
CETERA INVESTMENT ADVISERS LLC · CLEVELAND, OH
THE HUNTINGTON INVESTMENT COMPANY · Cleveland, OH

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