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4900 Tiedeman Road Oh-01-49-0215, Brooklyn, OH 44144 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-07-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gwfs Equities Inc/Great-West Life & Ann Ins Co | Puyallup | WA | 08/2009 | 05/2019 |
| Unemployed | Puyallup | WA | 05/2019 | 07/2019 |
| Citadel Film Group | Tulalip | WA | 07/2019 | 02/2021 |
| Touchstone Securities | Cincinnati | OH | 04/2021 | 01/2025 |
| Ifs Financial Services | Cincinnati | OH | 04/2021 | 01/2025 |
| Key Investment Services, Llc | Brooklyn | OH | 04/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-07-11 |
| S63 | Uniform Securities Agent State Law Examination | 2010-01-29 |
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