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Rachel Abigail Gunderson

Key Investment Services LLC

Oregon City, OR

Brooklyn, 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
OR RA APPROVED 2015-03-19
  • OR RA
    APPROVED
    Since 2015-03-19

Branch Locations

1400 S. Molalla Avenue, Oregon City, OR 97045 • 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
Key Bank Oregon City OR 02/2005 10/2017
Key Investment Services Llc Oregon City OR 03/2015 10/2017
Key Investment Services Lake Oswego OR 10/2017 03/2019
Key Investment Services Oregon City OR 03/2019 Present
Keybank Oregon City OR 03/2019 Present
  • 02/2005 → 10/2017
    Key Bank
    Oregon City, OR
  • 03/2015 → 10/2017
    Key Investment Services Llc
    Oregon City, OR
  • 10/2017 → 03/2019
    Key Investment Services
    Lake Oswego, OR
  • 03/2019 → Present
    Key Investment Services
    Oregon City, OR
  • 03/2019 → Present
    Keybank
    Oregon City, OR
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-04-30
S63 Uniform Securities Agent State Law Examination 2010-10-29
  • S66 Uniform Combined State Law Examination
    2013-04-30
  • S63 Uniform Securities Agent State Law Examination
    2010-10-29
Other Names
  • Rachel Hart
  • Rachel Abigail Hart

View on SEC IAPD

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LPL FINANCIAL LLC
CASCADE INVESTMENT ADVISORS, INC.
FOUNDERS FINANCIAL SECURITIES LLC

Other Investors

DANIEL CHRISTIAN COLWILL
Elizabeth r Cox
Michael Scott Fessler
Austin G Rosterolla
Jessica Robyn Byres
John Sumner Froman
Madison Ellice Perry
LEONARD FRANKLIN HAKE

Other Offices

EDWARD JONES · OREGON CITY, OR
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · OREGON CITY, OR
U.S. BANCORP ADVISORS, LLC · Oregon City, OR
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · OREGON CITY, OR
EDWARD JONES · OREGON CITY, OR
EDWARD JONES · OREGON CITY, OR
SHERMAN, YOUNG & LEAVITT, LLC · OREGON CITY, OR
EDWARD JONES · OREGON CITY, OR

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