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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 | 2023-07-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Keybank | N Olmsted | OH | 06/2015 | 09/2018 |
| Key Investment Services Llc | Cleveland | OH | 07/2015 | 09/2018 |
| Key Investment Services | Cleveland | OH | 09/2018 | 06/2019 |
| Keybank | North Olmsted | OH | 09/2018 | 06/2019 |
| Key Investment Services | Cleveland | OH | 06/2019 | 08/2021 |
| Keybank | North Olmsted | OH | 06/2019 | 08/2021 |
| Keybank Na | Cleveland | OH | 08/2021 | Present |
| Key Investment Services Llc | Brooklyn | OH | 07/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-06-06 |
| S63 | Uniform Securities Agent State Law Examination | 2015-08-18 |
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