Best Investors Account Sign in
Current Employers
Key Investment Services Llc

4900 Tiedeman Road Oh-01-49-0215, Brooklyn, OH 44144 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2024-05-13
  • OH RA
    APPROVED
    Since 2024-05-13

Branch Locations

4030 Boardman-Canfield Rd., Canfield, OH 44406 • United States

4900 Tiedeman Road, Brooklyn, OH 44144 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Farmers National Bank Niles OH 05/2013 12/2019
Farmers National Bank Niles OH 01/2020 02/2020
Cetera Investment Advisers Llc Niles OH 05/2020 07/2023
Cetera Investment Advisers Llc Niles OH 05/2020 07/2023
Corecap Advisors, Llc Southfield MI 07/2023 04/2024
Tlc Insurance Group Warren OH 07/2023 04/2024
Key Investment Services, Llc Canfield OH 04/2024 05/2024
Key Investment Services Llc Brooklyn OH 05/2024 Present
Previous Registrations
Other Businesses

1) HOWLAND COMMUNITY SCHOLARSHIP FOUNDATION; POSITION: member; NATURE: manage community donors in order to provide scholarships to the students of Howland Local Schools; INVESTMENT RELATED: No; NUMBER OF HOURS: 2; SECURITIES TRADING HOURS: 0; START DATE: 08/01/2022; ADDRESS: 8200 South St SE, Warren OH 44484, United States; DESCRIPTION: Manage scholarship donors. Organize and facilitate the annual scholarship breakfast. Select members of the community to serve on the selection committee. 2) CHILDREN'S REHABILITATION CENTER CHARITABLE FOUNDATION; POSITION: member; NATURE: physical and speech therapy for children age 0-18. There are also special programs for children with various delays; INVESTMENT RELATED: No; NUMBER OF HOURS: 2; SECURITIES TRADING HOURS: 0; START DATE: 01/01/2022; ADDRESS: 885 Howland Wilson Rd NE, Warren OH 44484, United States; DESCRIPTION: Assist in the fundraising efforts, marketing and general efforts of the staff and board of trustees for the Children's Rehabilitation Center.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-05-10
S63 Uniform Securities Agent State Law Examination 2024-02-01
  • S65 Uniform Investment Adviser Law Examination
    2024-05-10
  • S63 Uniform Securities Agent State Law Examination
    2024-02-01
Other Names
  • Desirae Lea Durkin
  • Desirae L Monaco

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Canfield, OH

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor