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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 | 2024-09-03 |
Branch Locations
733 Bethel Road, Columbus, OH 43214 • 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 |
|---|---|---|---|---|
| Keybank | Upper Arlington | OH | 03/2016 | 12/2020 |
| Key Investments Services, Llc | Cleveland | OH | 04/2016 | 12/2020 |
| U.S. Bancorp Investments, Inc. | Worthington | OH | 12/2020 | 07/2021 |
| U.S. Bank | Worthington | OH | 12/2020 | 07/2021 |
| Key Investment Services | Columbus | OH | 08/2021 | 08/2023 |
| Keybank | Columbus | OH | 08/2021 | 08/2023 |
| Key Investment Services, Llc | Brooklyn | OH | 06/2024 | 09/2024 |
| 3120 Olentangy River Llc | Delaware | OH | 10/2020 | Present |
| Key Investment Services, Llc | Brooklyn | OH | 09/2024 | Present |
8.) SOLE PROP 507- POSITION: owner NATURE: Rental INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2020 ADDRESS: 507 Park Blvd, Worthington OH 43085, United States. DESCRIPTION: Rental property
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-08-31 |
| S63 | Uniform Securities Agent State Law Examination | 2013-08-26 |
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