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4900 Tiedeman Road Oh-01-49-0215, Brooklyn, OH 44144 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2022-09-09 |
Branch Locations
4900 Tiedeman Road, Brooklyn, OH 44144 • United States
15110 Ne 24Th St., Redmond, WA 98052 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unionbanc Investment Services | Belleuve | WA | 06/2016 | 03/2019 |
| First Financial Northwest Bank | Renton | WA | 03/2019 | 09/2022 |
| Lpl Financial Llc | Renton | WA | 03/2019 | 09/2022 |
| Financial Advocates Investment Management | Renton | WA | 03/2019 | 09/2022 |
| Key Investment Services | Bellevue | WA | 09/2022 | Present |
1.) 7/21/2021 - Investment Related - 5131 NE 12th St Renton, WA 98059 & Detroit, MI 48205 - Real Estate Rental - Start Date: 6/16/2021 - 2 Hours Per Month/0 Hours During Securities Trading. 2.) 10/26/2021 - Investment Related - Detroit, Michigan 48205 - Real Estate Rental - Start Date: 10/12/2021 - 2 Hours Per Month/0 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-10-25 |
| S63 | Uniform Securities Agent State Law Examination | 2005-11-08 |
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