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4900 Tiedeman Road Oh-01-49-0215, Brooklyn, OH 44144 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2016-09-21 |
Branch Locations
544 W. Main Street, Mt Pleasant, PA 15666 • United States
4900 Tiedeman Road, Brooklyn, OH 44144 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Uniontown | PA | 09/2009 | 09/2016 |
| First Niagara Securities | Uniontown | PA | 09/2009 | 09/2016 |
| Key Investment Services Llc | Cleveland | OH | 09/2016 | Present |
MERWYN C. PRICE, JR. (I AM SERVING AS POA)- POSITION: Power of Attorney (POA) NATURE: My father, Merwyn C. Price, Jr., named me as his POA on 11/21/2025. My father is currently a KIS and Key Bank client. I am receiving no compensation for serving as POA. My father is currently of sound mind. Therefore, I am not currently making decision or signing on his behalf. INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 11/21/2025. ADDRESS: 68 Summit View Drive, Uniontown PA 15401, United States. DESCRIPTION: General duties of a POA, including but not limited to making investment decisions, paying bills, making bank deposits, other basic financial decisions.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-06-17 |
| S63 | Uniform Securities Agent State Law Examination | 2006-09-11 |
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