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4900 Tiedeman Road Oh-01-49-0215, Brooklyn, OH 44144 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2019-07-16 |
Branch Locations
4900 Tiedeman Road, Brooklyn, OH 44144 • United States
9480 Mentor Avenue, Mentor, OH 44060 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citizens Bank | Kirtland | OH | 12/2015 | 09/2017 |
| Citizens Securities, Inc | Kirtland | OH | 12/2015 | 09/2017 |
| Key Investment Services, Llc | Cleveland | OH | 09/2017 | 01/2019 |
| Keybank | Mentor | OH | 09/2017 | 01/2019 |
| Keybank | Mentor | OH | 01/2019 | 06/2022 |
| Key Investment Services | Cleveland | OH | 01/2019 | 07/2019 |
| Key Investment Services | Cleveland | OH | 07/2019 | 06/2022 |
| Key Investment Services Llc | Brooklyn | OH | 06/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-07-15 |
| S63 | Uniform Securities Agent State Law Examination | 2016-02-01 |
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