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4900 Tiedeman Road Oh-01-49-0215, Brooklyn, OH 44144 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2018-07-30 |
Branch Locations
4900 Tiedeman Road, Brooklyn, OH 44144 • United States
6 Storrs Road, Willimantic, CT 06226 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Niagara Bank | Westfield | MA | 05/2014 | 09/2016 |
| Lpl Financial Llc | Westfield | MA | 05/2014 | 09/2016 |
| Key Investment Services Llc | Westfield | MA | 09/2016 | 12/2016 |
| Key Bank | Westfield | MA | 09/2016 | 07/2018 |
| Key Investment Services Llc | Manchester | CT | 12/2016 | 07/2018 |
| Key Investment Services Llc | Manchester | CT | 07/2018 | 12/2020 |
| Key Investment Services Llc | Cohoes | NY | 12/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-06-04 |
| S63 | Uniform Securities Agent State Law Examination | 2007-02-15 |
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