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4900 Tiedeman Road Oh-01-49-0215, Brooklyn, OH 44144 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-04-15 |
Branch Locations
4741 Tylersville Road, West Chester, OH 45069 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Merrimack | NH | 06/2005 | 12/2023 |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | 12/2023 |
| Lpl Enterprise, Llc | Fort Mill | SC | 10/2024 | 09/2025 |
| Unemployed | Columbus | OH | 01/2024 | 10/2024 |
| Key Investment Services, Llc | Brooklyn | OH | 04/2026 | Present |
| Unemployed | Cincinnati | OH | 10/2025 | 03/2026 |
LOVE U TO LIFE- POSITION: null NATURE: A nonprofit organization that was established to raise awareness of the importance of mental health, wellness, and suicide prevention. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/22/2024. ADDRESS: No physical address yet, Cincinnati OH 45215, United States. DESCRIPTION: Secretary - Recording meeting minutes, scheduling meetings, sending relevant information.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-06-20 |
| S63 | Uniform Securities Agent State Law Examination | 2005-12-29 |
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