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Jason D Danheiser

Key Investment Services LLC

Amherst, NY

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
NY RA APPROVED 2021-08-10
  • NY RA
    APPROVED
    Since 2021-08-10

Branch Locations

9640 Transit Rd., Amherst, NY 14051 • 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
Citizens Bank Amherst NY 09/2014 08/2017
Axa Advisors, Llc New York NY 08/2017 09/2017
M&T Bank Buffalo NY 09/2017 12/2018
M&T Securities Buffalo NY 09/2017 12/2018
Key Bank Tonawanda NY 01/2019 02/2026
Key Investment Services, Llc Rochester NY 03/2019 02/2026
Key Investment Services, Llc Brooklyn OH 02/2026 Present
  • 09/2014 → 08/2017
    Citizens Bank
    Amherst, NY
  • 08/2017 → 09/2017
    Axa Advisors, Llc
    New York, NY
  • 09/2017 → 12/2018
    M&T Bank
    Buffalo, NY
  • 09/2017 → 12/2018
    M&T Securities
    Buffalo, NY
  • 01/2019 → 02/2026
    Key Bank
    Tonawanda, NY
  • 03/2019 → 02/2026
    Key Investment Services, Llc
    Rochester, NY
  • 02/2026 → Present
    Key Investment Services, Llc
    Brooklyn, OH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-08-09
S63 Uniform Securities Agent State Law Examination 2013-10-26
  • S66 Uniform Combined State Law Examination
    2021-08-09
  • S63 Uniform Securities Agent State Law Examination
    2013-10-26

View on SEC IAPD

Other Firms

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NOTTINGHAM ADVISORS INC.
CITIZENS SECURITIES, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
PFS INVESTMENTS INC.
OSAIC WEALTH, INC.

Other Investors

MICHAEL JOSEPH GNACINSKI
GINO DONATO CALLISTO
KENNETH EDWARD SENDLAK
MARY B Homyak
DANIELLE ROBERTSON
Jacob Barry Ernst
Ryan Alexander Judson
Brendan Gawel

Other Offices

MML INVESTORS SERVICES, LLC · Amherst, NY
MML INVESTORS SERVICES, LLC · Amherst, NY
MML INVESTORS SERVICES, LLC · Amherst, NY
MCCOLLUM CHRISTOFERSON GROUP, LLC · AMHERST, NY
NOTTINGHAM ADVISORS INC. · AMHERST, NY
CITIZENS SECURITIES, INC. · Amherst, NY
MCCOLLUM CHRISTOFERSON GROUP, LLC · Amherst, NY
AMERIPRISE FINANCIAL SERVICES, LLC · AMHERST, NY

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