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Kimberly A Barley

Key Investment Services LLC

Brooklyn, OH

Avon, OH

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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
OH RA APPROVED 2019-09-16
  • OH RA
    APPROVED
    Since 2019-09-16

Branch Locations

4900 Tiedeman Road, Brooklyn, OH 44144 • United States

Avon, OH • 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
Charter One Bank Westlake OH 11/1989 02/2018
Citizens Securities Inc Rocky River OH 09/2015 12/2017
Citizens Securities Inc. Rocky River OH 12/2017 02/2018
Citizens Bank Rocky River OH 12/2017 02/2018
Key Investment Services Cleveland OH 05/2018 09/2019
Keybank Westlake OH 05/2018 09/2019
127 Public Square Ste 26Th Floor Cleveland OH 09/2019 Present
  • 11/1989 → 02/2018
    Charter One Bank
    Westlake, OH
  • 09/2015 → 12/2017
    Citizens Securities Inc
    Rocky River, OH
  • 12/2017 → 02/2018
    Citizens Securities Inc.
    Rocky River, OH
  • 12/2017 → 02/2018
    Citizens Bank
    Rocky River, OH
  • 05/2018 → 09/2019
    Key Investment Services
    Cleveland, OH
  • 05/2018 → 09/2019
    Keybank
    Westlake, OH
  • 09/2019 → Present
    127 Public Square Ste 26Th Floor
    Cleveland, OH
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-06-13
S63 Uniform Securities Agent State Law Examination 2014-12-08
  • S65 Uniform Investment Adviser Law Examination
    2016-06-13
  • S63 Uniform Securities Agent State Law Examination
    2014-12-08
Other Names
  • Kimberly A Wilson
  • Kimberly Barley
  • Barley A Kimberly

View on SEC IAPD

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OSAIC WEALTH, INC.
CETERA INVESTMENT ADVISERS LLC
THE HUNTINGTON INVESTMENT COMPANY
J.P. MORGAN SECURITIES LLC

Other Investors

Joseph Briel Skarda
KRISTY LYNN TOYE-COOPER
David Jonathan Dershteller
LUANN MARIE SPAETHE
Mallory D Haseley
TIMOTHY ALBERT SHAW
MICHAEL BRENT BUROKER
KAREN ALTHIA YORKE

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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