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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2022-12-09 |
Branch Locations
68 S Service Rd Ste 200 [C1-Rbo], Melville, NY 11747 • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Key Investment Services Llc | Poughkeepsie | NY | 02/2017 | 03/2020 |
| Unemployed | Easton | CT | 07/2016 | 02/2017 |
| Key Investment Services Llc | Plymouth Meeting | PA | 03/2020 | 12/2022 |
| Wells Fargo Clearing Services, Llc | Greenwich | CT | 12/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-03-28 |
| S65 | Uniform Investment Adviser Law Examination | 1999-01-18 |
| S63 | Uniform Securities Agent State Law Examination | 1999-01-05 |
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