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Key Investment Services LLC CRD 136300
$8.88B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
4900 Tiedeman Road Oh-01-49-0215, Brooklyn, OH 44144 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2019-09-23 |
Branch Locations
1633 E. 1St Street, Port Angeles, WA 98362 • United States
4900 Tiedeman Road, Brooklyn, OH 44144 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Security Of Bank Of Wa | Sequim | WA | 01/2016 | 03/2017 |
| Keybank Na | Seattle | WA | 03/2017 | 03/2022 |
| Key Investment Services | Seattle | WA | 03/2017 | 03/2022 |
| Key Investment Services Llc | Port Angeles | WA | 03/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-09-20 |
| S63 | Uniform Securities Agent State Law Examination | 2017-04-08 |
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