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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
Lee Center, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Niagara Bank | Utica | NY | 05/2012 | 09/2016 |
| Lpl Financial, Llc | Utica | NY | 11/2012 | 09/2016 |
| Key Investment Services Llc | Syracuse | NY | 09/2016 | 04/2018 |
| Keybank | New Hartford | NY | 09/2016 | 04/2018 |
| Key Investment Services, Llc | Syracuse | NY | 04/2018 | 09/2020 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Utica | NY | 09/2020 | Present |
| Bank Of America, N.A. | Utica | NY | 09/2020 | Present |
| Key Investment Services Llc | Brooklyn | OH | 03/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-05-30 |
| S63 | Uniform Securities Agent State Law Examination | 2009-05-19 |
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