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4900 Tiedeman Road Oh-01-49-0215, Brooklyn, OH 44144 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2024-02-27 |
Branch Locations
4900 Tiedeman Road, Brooklyn, OH 44144 • United States
122-A Prospect Hill Road, East Windsor, CT 06088 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fifth Third | Hilliard | OH | 10/2010 | 11/2016 |
| Fifth Third Securities | Hilliard | OH | 10/2010 | 06/2019 |
| Fifth Third Bank | Hilliard | OH | 12/2016 | 12/2017 |
| Fifth Third Bank | Columbus | OH | 12/2017 | 05/2019 |
| Key Investment Services Llc | Cohoes | NY | 09/2019 | 03/2024 |
| Keybank | Enfield | CT | 08/2019 | 03/2024 |
| Key Investment Services Llc | Brooklyn | OH | 03/2024 | Present |
OWN A RENTAL PROPERTY; NATURE: My husband and I own an apartment that has been rented out. We have a mortgage on the property. INVESTMENT RELATED: No; NUMBER OF HOURS: 1; SECURITIES TRADING HOURS: 0; START DATE: 02/20/2025; ADDRESS: 22 Park Place Unit 6F, New Britain CT 06052, United States; DESCRIPTION: I am co- owner of the property. My duties is to make sure that the property is being managed properly. I help my husband with some handy repairs and cleaning if needed.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-02-26 |
| S65 | Uniform Investment Adviser Law Examination | 2016-11-03 |
| S63 | Uniform Securities Agent State Law Examination | 2011-01-14 |
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