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4900 Tiedeman Road Oh-01-49-0215, Brooklyn, OH 44144 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2018-03-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kosclusko Community Ymca | Warsaw | IN | 07/2014 | Present |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 04/2016 | 03/2018 |
| Northwestern Mutual Investment Services Llc | Mishawaka | IN | 04/2016 | 03/2018 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 11/2016 | 03/2018 |
| Key Investment Services, Llc | Indianapolis | IN | 03/2018 | 07/2022 |
| Key Investment Services Llc | Brooklyn | OH | 07/2022 | Present |
1) KOSCIUSKO COMMUNITY YMCA, NOT INVESTMENT RELATED, 1305 MARINERS DRIVE, WARSAW, IN 46580, ZUMBA INSTRUCTOR, START DATE 7/01/14, 5 HRS PER WEEK, 0 TRADING HRS PER WEEK, FITNESS, INSTRUCT 1 HOUR DURATION ZUMBA CLASS THREE NIGHTS A WEEK. 2) APARTMENT RENTAL; POSITION: Landlord; NATURE: I have an apartment in the lower level of my primary residence that I plan to rent out starting in August of 2026. INVESTMENT RELATED: No; NUMBER OF HOURS: 1; SECURITIES TRADING HOURS: 0; START DATE: 08/10/2026; ADDRESS: 1000 College Ave, Winona Lake, IN 46590, United States; DESCRIPTION: My responsibilities are to maintain and upkeep the property for appropriate use by the tenants and be available to the tenants in the event something needs repaired.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-03-26 |
| S63 | Uniform Securities Agent State Law Examination | 2014-08-08 |
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