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4900 Tiedeman Road Oh-01-49-0215, Brooklyn, OH 44144 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2023-04-24 |
Branch Locations
4900 Tiedeman Road, Brooklyn, OH 44144 • United States
241 Saratoga Road, Glenville, NY 12302 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank, Na | Milltown | NJ | 10/2013 | 01/2018 |
| Wells Fargo Clearing Services, Llc | Milltown | NJ | 10/2013 | 01/2018 |
| Morgan Stanley | Saratoga Springs | NY | 02/2018 | 11/2019 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 02/2018 | 11/2019 |
| Jp Morgan Securities, Llc | Albany | NY | 12/2019 | 04/2023 |
| Jp Morgan Chase Bank, N.A. | Albany | NY | 12/2019 | 04/2023 |
| Key Investment Services Llc | Brooklyn | OH | 04/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-02-13 |
| S63 | Uniform Securities Agent State Law Examination | 2009-02-17 |
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