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300 Fifth Avenue 26Th Floor, Pittsburgh, PA 15222-2722 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-09-25 |
Branch Locations
Springboro, OH • United States
405 Madison Avenue, Toledo, OH 43604 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Keybank | Springfield | OH | 04/2016 | 09/2016 |
| Key Investment Services, Llc | Springfield | OH | 04/2016 | 09/2016 |
| Pnc Bank, Na | Kettering | OH | 09/2016 | 06/2017 |
| Pnc Investments, Llc | Pittsburgh | PA | 06/2017 | 10/2018 |
| Pnc Bank, Na | Kettering | OH | 06/2017 | Present |
| Pnc Investments Llc | Pittsburgh | PA | 05/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-09-24 |
| S65 | Uniform Investment Adviser Law Examination | 2016-12-05 |
| S63 | Uniform Securities Agent State Law Examination | 2013-11-22 |
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