Best Investors
Account
Sign in
Best Investors
Account
Sign in
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 |
|---|---|---|---|
| PA | RA | APPROVED | 2026-06-03 |
Branch Locations
Dingmans Ferry, PA • 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 |
|---|---|---|---|---|
| Key Investment Services, Llc | Brooklyn | OH | 06/2026 | Present |
| Lpl Financial Llc | Dingmans Ferry | PA | 01/2023 | 08/2025 |
| Wolf And Company | Dingmans Ferry | PA | 09/2022 | 11/2022 |
| Freedom Mortgage | Dingmans Ferry | PA | 09/2021 | 08/2022 |
| Southern New Hampshire University | Dingmans Ferry | PA | 08/2020 | Present |
| Citibank | New York | NY | 09/2018 | 09/2021 |
| J.P. Morgan Chase | Middle Village | NY | 10/2017 | 09/2018 |
| Td Bank | Melville | NY | 04/2016 | 10/2017 |
| Missionsquare Investment Services | Washington | DC | 08/2025 | Present |
| Missionsquare Retirement | Washington | DC | 08/2025 | Present |
CHAMPIONS OF HOPE FOUNDATION- POSITION: null NATURE: The Champions of Hope Foundation is a Veteran ran, 501c3 non-profit organization providing funding toward various causes. Here is their website, MANIA CLUB - Championing Strength, Inspiring Hope, and Fighting for Awareness Through the Power of Professional Wrestling. INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 0 START DATE: 04/15/2019. ADDRESS: 3309 Lola Ct., Moore OK 73160, United States. DESCRIPTION: I am a Community Manager for Mania Club which is the Champions of Hope Foundation's Facebook page. I monitor the Facebook page to ensure members are following the rules and being respectful. SOUTHERN NEW HAMPSHIRE UNIVERSITY POSITION: null NATURE: Southern New Hampshire University is a private, non-profit university offering regionally accredited degree programs which are widely accessible. INVESTMENT RELATED: No NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 0 START DATE: 08/10/2020 ADDRESS: 2500 North River Rd., Manchester NH 03106, United States DESCRIPTION: I am an Adjunct Instructor with Southern New Hampshire University and teach undergraduate business courses. This is a completely remote position. It is per diem. Courses are 8 weeks long and there is no guarantee I will get an assignment for any given term. I usually teach 1 course per term, sometimes two. I am paid $2,500 per course which is paid bi-weekly as a W2 employee. I only teach two courses, BUS-225 Critical Business Skills for Success and occasionally BUS-210 Managing and Leading in Business. The course descriptions can be found here, https://www.snhu.edu/online-degrees/bachelors/bs-in-business-administration. I have been with SNHU since August of 2020, almost 6 years and would like to continue this. Absolutely no work for them would be done during working hours. My role is mainly posting announcements, grading papers, and occasionally answering students calls and emails. CAPITAL ADVANTAGE TUTORING POSITION: null NATURE: Capital Advantage Tutoring offers tutoring services for those taking FINRA licensing examinations (i.e. SIE, Series 7, Series 66, etc.). INVESTMENT RELATED: No NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 0 START DATE: 06/08/2026 ADDRESS: 1140 6th Ave., New York NY 10036, United States DESCRIPTION: I would like to be a Tutor for Capital Advantage Tutoring. My role as a Tutor is to teach concepts that are historically difficult for students such as options and bonds. I make it explicitly clear that I make no guarantees that they will pass an exam and I do not provide any financial advice of any kind. The business is owned by a friend of mine who tutored me when I was taking my licensing exams. I intend to tutor for the SIE, Series 6, Series 7, Series 63, Series 65, Series 66, and Series 24 exams. Here is the website, https://capadvantagetutoring.com. Students will go to the website, click on "Book Other Tutors" and select me and an available time slot. I will then send them a Microsoft Teams or Zoom link for the session. As a part of this activity, I would also like to teach a 1-hour SIE class on Wednesday nights from 7pm to 8pm ET via Zoom where I teach basic concepts and give helpful study tips. As a part of this activity, I am also a Moderator on the Capital Advantage Tutoring Facebook page which is FINRA & NASAA Exam Prep Network ( SIE, Series 7 Exam, Series 63,65,66 Exams). I mainly just monitor to ensure people are following the groups rules and provide answers to questions such as "Which exam should I take first?" or "Which study material should I get?". I don't endorse any specific company nor am I paid to endorse any specific company. I will only do this activity on some nights and weekends. This activity will not be done during working hours. This activity is not investment related and is for educational purposes for students only.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-05-17 |
Reach out to this advisor