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David John Donnelly

Key Investment Services LLC

Brooklyn, OH

Sagamore Hills, 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 2022-09-16
  • OH RA
    APPROVED
    Since 2022-09-16

Branch Locations

4900 Tiedeman Road, Brooklyn, OH 44144 • United States

Sagamore Hills, 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
Pnc Investments Fort Wayne IN 11/2012 04/2017
Unemployed Fort Wayne IN 04/2017 06/2018
Lpl Financial Llc Cleveland OH 06/2018 06/2022
Unemployed Chagrin Falls OH 06/2022 09/2022
Key Investment Services Llc Brooklyn OH 09/2022 Present
  • 11/2012 → 04/2017
    Pnc Investments
    Fort Wayne, IN
  • 04/2017 → 06/2018
    Unemployed
    Fort Wayne, IN
  • 06/2018 → 06/2022
    Lpl Financial Llc
    Cleveland, OH
  • 06/2022 → 09/2022
    Unemployed
    Chagrin Falls, OH
  • 09/2022 → Present
    Key Investment Services Llc
    Brooklyn, OH
Previous Registrations
  • 2018-06-26 → 2022-06-14
    Lpl Financial Llc
    Shaker Heights, OH
    Solon, OH
    Beachwood, OH
    Cleveland, OH
    Cleveland, OH
    Shaker Heights, OH
    Beachwood, OH
    Beachwood, OH
    Solon, OH
    Cleveland, OH
  • 2012-12-06 → 2017-05-02
    Pnc Wealth Management Llc
    Fort Wayne, IN
    Fort Wayne, IN
    Carmel, IN
    Indianapolis, IN
    Fort Wayne, IN
    Indianapolis, IN
  • 2012-06-01 → 2012-11-23
    Invest Financial Corporation
    Appleton, WI
    Fort Wayne, IN
    Fort Wayne, IN
    Fort Wayne, IN
    Fort Wayne, IN
  • 2003-10-08 → 2012-06-05
    Cuna Brokerage Services, Inc.
    Fort Wayne, IN
    Fort Wayne, IN
    Fort Wayne, IN
    Fort Wayne, IN
    Fort Wayne, IN
  • 2001-10-24 → 2003-09-03
    Banc One Securities Corporation
    Fort Wayne, IN
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2000-07-19
S63 Uniform Securities Agent State Law Examination 1993-10-05
  • S66 Uniform Combined State Law Examination
    2000-07-19
  • S63 Uniform Securities Agent State Law Examination
    1993-10-05

View on SEC IAPD

Other Firms

VICTORY CAPITAL MANAGEMENT INC.
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

More in Brooklyn, OH

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