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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 2023-07-14
  • OH RA
    APPROVED
    Since 2023-07-14

Branch Locations

4900 Tiedeman Road, Brooklyn, OH 44144 • 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 Cleveland OH 08/2007 12/2017
Cco Investment Services Parma OH 04/2014 12/2017
Citizens Bank Parma OH 12/2017 03/2018
Citizens Securities, Inc. Parma OH 12/2017 03/2018
Citizens Securities, Inc. Fairlawn OH 03/2020 04/2022
N/A Brunswick OH 03/2018 03/2020
Keybank Cleveland OH 05/2022 Present
Key Investment Services Llc Cleveland OH 05/2022 Present
  • 08/2007 → 12/2017
    Charter One Bank
    Cleveland, OH
  • 04/2014 → 12/2017
    Cco Investment Services
    Parma, OH
  • 12/2017 → 03/2018
    Citizens Bank
    Parma, OH
  • 12/2017 → 03/2018
    Parma, OH
  • 03/2020 → 04/2022
    Fairlawn, OH
  • 03/2018 → 03/2020
    N/A
    Brunswick, OH
  • 05/2022 → Present
    Keybank
    Cleveland, OH
  • 05/2022 → Present
    Cleveland, OH
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-10-12
S63 Uniform Securities Agent State Law Examination 2015-04-13
  • S65 Uniform Investment Adviser Law Examination
    2015-10-12
  • S63 Uniform Securities Agent State Law Examination
    2015-04-13
Other Names
  • Stacie Lieb

View on SEC IAPD

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