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Roosevelt Terry

Key Investment Services LLC

Hebron, CT

Brooklyn, OH

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Current Employers
Key Investment Services Llc

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

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2026-02-18
  • CT RA
    APPROVED
    Since 2026-02-18

Branch Locations

31 Main Street, Hebron, CT 06248 • 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
Voya Financial Advisors, Inc. Windsor CT 09/2014 05/2023
Keybank Hebron CT 01/2026 Present
Key Investment Services Llc Brooklyn OH 02/2026 Present
Empower Financial Services, Inc. Greenwood Village CO 05/2023 10/2025
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-05-08
S63 Uniform Securities Agent State Law Examination 2014-10-28
  • S66 Uniform Combined State Law Examination
    2018-05-08
  • S63 Uniform Securities Agent State Law Examination
    2014-10-28
Other Names
  • Roosevelt Terry
  • Roosevelt Delane Terry

View on SEC IAPD

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