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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 | 2023-08-20 |
Branch Locations
4900 Tiedeman Road, Brooklyn, OH 44144 • United States
5604 North Main St., Sylvania, OH 43560 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Birmingham | MI | 08/2009 | 01/2021 |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | 01/2021 |
| Fidelity Investments | Cincinnati | OH | 08/2009 | 01/2021 |
| Golden Reserve | Maumee | OH | 01/2021 | 12/2021 |
| Fidelity Investments | Ann Arbor | MA | 01/2022 | 03/2023 |
| Key Investment Services, Llc. | Brooklyn | OH | 08/2023 | Present |
| Imber Wealth Advisors | Ann Arbor | MI | 03/2023 | 06/2023 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-09-27 |
| S63 | Uniform Securities Agent State Law Examination | 2009-04-20 |
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