Best Investors Account Sign in

Ryan James Petry

Key Investment Services LLC

Westminster, CO

Brooklyn, OH

Claim This Profile
Current Employers
Key Investment Services Llc

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

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2024-11-04
  • CO RA
    APPROVED
    Since 2024-11-04

Branch Locations

14412 Orchard Parkway, Westminster, CO 80023 • United States

4900 Tiedeman Road, Brooklyn, OH 44144 • 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
Scottrade Reno NV 05/2014 02/2018
Td Ameritrade, Inc. Reno NV 02/2018 02/2021
Td Ameritrade Investment Management, Llc Omaha NE 02/2018 02/2021
Zenith Investment Management Llc Arvado CO 02/2021 03/2022
Corda Investment Management, Llc Houston TX 03/2022 08/2024
Key Investment Services, Llc Westminster CO 10/2024 Present
Previous Registrations
  • 2022-03-21 → 2024-08-13
    Corda Investment Management, Llc
    Broomfield, CO
    Houston, TX
  • 2021-03-13 → 2022-03-14
    Zenith Investment Management, Llc
    Arvada, CO
  • 2018-03-08 → 2021-02-09
    Td Ameritrade, Inc.
    Reno, NV
    Littleton, CO
    Denver, CO
    Denver, CO
  • 2018-02-26 → 2021-02-09
    Td Ameritrade Investment Management, Llc
    Omaha, NE
    Littleton, CO
    Denver, CO
    Denver, CO
  • 2016-11-30 → 2018-02-26
    Scottrade Investment Management
    Saint Louis, MO
  • 2009-12-11 → 2014-05-05
    Td Ameritrade, Inc.
    Chicago, IL
    Denver, CO
  • 2009-12-11 → 2014-05-05
    Td Ameritrade Investment Management, Llc
    Chicago, IL
    Denver, CO
  • 2007-12-13 → 2009-11-20
    Charles Schwab & Co., Inc.
    Phoenix, AZ
    Schaumburg, IL
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2024-11-15
S66 Uniform Combined State Law Examination 2007-12-12
  • S63 Uniform Securities Agent State Law Examination
    2024-11-15
  • S66 Uniform Combined State Law Examination
    2007-12-12
Other Names
  • Ryan Petry

View on SEC IAPD

Other Firms

J.P. MORGAN SECURITIES LLC
WELLS FARGO CLEARING SERVICES, LLC
ASCENSUS INVESTMENT ADVISORS, LLC
EDWARD JONES
WEALTH WATCH ADVISORS, INC
WORTH ADVISORS
EDELMAN FINANCIAL ENGINES
MOUNTAIN CAPITAL INVESTMENT ADVISORS INC

Other Investors

DANIEL GEORGE MEDINA
Jodie McKenzie
AMIT SHRESTHA
JENNIFER WEEKS ARMSTRONG
JEANZEN MURIEL MERCADO
Stephen Carrera
Ryan Michael Cox
JASON MICHAEL MONG

Other Offices

J.P. MORGAN SECURITIES LLC · WESTMINSTER, CO
WELLS FARGO CLEARING SERVICES, LLC · WESTMINSTER, CO
ASCENSUS INVESTMENT ADVISORS, LLC · BROOMFIELD, CO
EDWARD JONES · WESTMINSTER, CO
WEALTH WATCH ADVISORS, INC · WESTMINSTER, CO
WORTH ADVISORS · Westminster, CO
EDELMAN FINANCIAL ENGINES · WESTMINSTER, CO
MOUNTAIN CAPITAL INVESTMENT ADVISORS INC · WESTMINSTER, CO

More in Westminster, CO

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor