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4900 Tiedeman Road Oh-01-49-0215, Brooklyn, OH 44144 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2025-07-03 |
Branch Locations
4900 Tiedeman Road, Brooklyn, OH 44144 • United States
501 Broadway, Idaho Falls, ID 83402 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Farmers Financial Solutions, Llc | Ammon | ID | 07/2024 | 10/2024 |
| Self Employed | Scottsdale | AZ | 07/2022 | 07/2024 |
| Kestra Investment Services, Llc | Scottsdale | AZ | 08/2018 | 07/2022 |
| Wells Fargo Clearing Services, Llc | Scottsdale | AZ | 11/2016 | 08/2018 |
| Key Investment Services, Llc | Idaho Falls | ID | 10/2024 | 02/2025 |
| Key Investment Services, Llc | Idaho Falls | ID | 06/2025 | Present |
| Unemployed | Ammon | ID | 02/2025 | 05/2025 |
| Unemployed | Ammon | ID | 06/2016 | 10/2016 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-04-16 |
| S63 | Uniform Securities Agent State Law Examination | 2025-04-09 |
| S66 | Uniform Combined State Law Examination | 2020-10-13 |
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