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4900 Tiedeman Road Oh-01-49-0215, Brooklyn, OH 44144 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-05-13 |
Branch Locations
4030 Boardman-Canfield Rd., Canfield, OH 44406 • 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 |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-05-10 |
| S63 | Uniform Securities Agent State Law Examination | 2024-02-01 |
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