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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2023-08-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Niagara Bank | Warren | PA | 04/2013 | 09/2016 |
| Lpl Financial Llc | Charlotte | NC | 04/2013 | 09/2016 |
| Key Investment Services Llc | Corry | PA | 09/2016 | 11/2016 |
| Key Bank | Corry | PA | 09/2016 | 07/2017 |
| Key Investment Services, Llc | Erie | PA | 11/2016 | 07/2017 |
| Key Investment Services, Llc | Mentor | OH | 07/2017 | 08/2023 |
| Cetera Investment Services Llc | St Cloud | MN | 08/2023 | Present |
| Cetera Investment Advisers Llc | Mentor | OH | 08/2023 | Present |
| First National Bank Of Pa | Mentor | OH | 08/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-05-10 |
| S63 | Uniform Securities Agent State Law Examination | 2013-08-05 |
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