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4900 Tiedeman Road Oh-01-49-0215, Brooklyn, OH 44144 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-03-26 |
Branch Locations
301 Second St., Liverpool, NY 13088 • United States
4900 Tiedeman Road, Brooklyn, OH 44144 • 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 |
|---|---|---|---|---|
| Keybank | Marcellus | NY | 11/2015 | 10/2018 |
| Key Investment Services, Llc | Camillus | NY | 01/2016 | 10/2018 |
| Key Investment Services, Llc | Syracuse | NY | 10/2018 | 03/2020 |
| Key Investment Services Llc | Syracuse | NY | 03/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-08-30 |
| S63 | Uniform Securities Agent State Law Examination | 2014-07-20 |
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