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Adam Wade Birch

Key Investment Services LLC

Brooklyn, OH

Fruitland, ID

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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
ID RA APPROVED 2019-07-11
  • ID RA
    APPROVED
    Since 2019-07-11

Branch Locations

4900 Tiedeman Road, Brooklyn, OH 44144 • United States

1515 N Whitley Dr., Fruitland, ID 83619 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Key Bank Fruitland ID 02/2013 12/2020
Key Investment Services Fruitland ID 10/2013 12/2020
Key Investment Services Boise ID 12/2020 Present
  • 02/2013 → 12/2020
    Key Bank
    Fruitland, ID
  • 10/2013 → 12/2020
    Key Investment Services
    Fruitland, ID
  • 12/2020 → Present
    Key Investment Services
    Boise, ID
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-06-05
S63 Uniform Securities Agent State Law Examination 2013-11-21
  • S65 Uniform Investment Adviser Law Examination
    2019-06-05
  • S63 Uniform Securities Agent State Law Examination
    2013-11-21

View on SEC IAPD

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Other Offices

KEY INVESTMENT SERVICES LLC · BROOKLYN, OH
VICTORY CAPITAL MANAGEMENT INC. · Brooklyn, OH
LINCOLN INVESTMENT · PARMA, OH
INDEPENDENCE CAPITAL CO., INC. · PARMA, OH
LPL FINANCIAL LLC · PARMA, OH
OSAIC WEALTH, INC. · PARMA, OH
CETERA INVESTMENT ADVISERS LLC · CLEVELAND, OH
THE HUNTINGTON INVESTMENT COMPANY · Cleveland, OH

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