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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
WA RA APPROVED 2024-11-18
  • WA RA
    APPROVED
    Since 2024-11-18

Branch Locations

4900 Tiedeman Road, Brooklyn, OH 44144 • United States

714 Main St., Vancouver, WA 98660 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Massmutual Vancouver WA 11/2015 03/2017
Mml Investors Services Vancouver WA 01/2016 03/2017
Unemployed Vancouver WA 04/2017 09/2017
State Farm Tigard OR 10/2017 03/2018
Unemployed Vancouver WA 04/2018 09/2018
Clark County Sheriff's Office Vancouver WA 09/2018 08/2019
Unemployed Vancouver WA 09/2019 11/2019
Fairway Independant Mortgage Company Vancouver WA 12/2019 06/2020
Cmg Financial Vancouver WA 07/2020 06/2021
Unemployed Vancouver WA 07/2021 09/2022
Keybank Vancouver WA 10/2022 02/2025
Key Investment Services Vancouver WA 11/2022 Present
  • 11/2015 → 03/2017
    Massmutual
    Vancouver, WA
  • 01/2016 → 03/2017
    Mml Investors Services
    Vancouver, WA
  • 04/2017 → 09/2017
    Unemployed
    Vancouver, WA
  • 10/2017 → 03/2018
    State Farm
    Tigard, OR
  • 04/2018 → 09/2018
    Unemployed
    Vancouver, WA
  • 09/2018 → 08/2019
    Clark County Sheriff's Office
    Vancouver, WA
  • 09/2019 → 11/2019
    Unemployed
    Vancouver, WA
  • 12/2019 → 06/2020
    Fairway Independant Mortgage Company
    Vancouver, WA
  • 07/2020 → 06/2021
    Cmg Financial
    Vancouver, WA
  • 07/2021 → 09/2022
    Unemployed
    Vancouver, WA
  • 10/2022 → 02/2025
    Keybank
    Vancouver, WA
  • 11/2022 → Present
    Key Investment Services
    Vancouver, WA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-11-15
S63 Uniform Securities Agent State Law Examination 2022-12-22
  • S66 Uniform Combined State Law Examination
    2024-11-15
  • S63 Uniform Securities Agent State Law Examination
    2022-12-22
Other Names
  • Steven Altergott

View on SEC IAPD

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