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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 | 2022-04-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial | Souderton | PA | 04/2015 | 09/2016 |
| First Niagara Bank | Souderton | PA | 04/2015 | 09/2016 |
| Key Investment Services Llc | Souderton | PA | 09/2016 | 01/2020 |
| Keybank | Souderton | PA | 09/2016 | 04/2024 |
| Key Investment Services Llc | Plymouth Meeting | PA | 01/2020 | Present |
Townhome Rental Property, not investment-related, 22 Skyview Way, Newtown, PA 18940, Townhome Rental Property, Homeowner, start date 9/1/16, 0 hours per month, 0 hours during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-04-04 |
| S63 | Uniform Securities Agent State Law Examination | 2010-07-06 |
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