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4900 Tiedeman Road Oh-01-49-0215, Brooklyn, OH 44144 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-01-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Key Bank | Olympia | WA | 09/2012 | 12/2021 |
| Jpmorgan Chase Bank Na | Seattle | WA | 01/2022 | 09/2023 |
| Jpmorgan Securities Llc | Seattle | WA | 01/2022 | 09/2023 |
| U.S. Bank | Seattle | WA | 09/2023 | 10/2024 |
| U.S. Bancorp Investments, Inc. | Seattle | WA | 10/2023 | 10/2024 |
| Keybank Na | Seattle | WA | 10/2024 | Present |
| Key Investment Services Llc | Brooklyn | OH | 01/2025 | Present |
1) Clover Park Technical College; Not investment related; Lakewood, WA; Community College; Board Trustee; Board Trustee; 12/2019; 3 HRS/MO; 0 HRS/TRADING; Trustees approve the organizations mission, strategic goals and objectives. 2) Tacoma - Pierce County Chamber; Not investment related; Tacoma, WA; Chamber of Commerce; Board Director; Board Director; 6/2018; 2-4 HRS/MO; 0 HRS/TRADING; Serve on the Board of Directors. 3) United Way of Pierce County; Not investment related; Tacoma, WA; Non-profit; Board Director; Board Member; 11/2018; 1 HR/MO; 0 HRS/TRADING; Serve on the Board of Directors.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-04-08 |
| S63 | Uniform Securities Agent State Law Examination | 2013-04-24 |
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