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Employer firm

Key Investment Services LLC CRD 136300

$8.88B regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Key Investment Services Llc

4900 Tiedeman Road Oh-01-49-0215, Brooklyn, OH 44144 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2023-09-26
  • MI RA
    APPROVED
    Since 2023-09-26

Branch Locations

2207 W Stadium Blvd, Ann Arbor, MI 48103 • United States

4900 Tiedeman Road, Brooklyn, OH 44144 • United States

100 W. Michigan, Saline, MI 48176 • 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
Courtesy Driving School Shelby Township MI 09/2011 Present
Jpmorgan Securities Llc Traverse City MI 07/2015 09/2018
Jpmorgan Chase Bank Traverse City MI 06/2015 09/2018
Cuso Financial Services, Lp Traverse City MI 10/2018 12/2019
Jp Morgan Securities, Llc Traverse City MI 01/2020 Present
Jp Morgan Chase Bank, N.A. Traverse City MI 01/2020 Present
Key Investment Services Saline MI 09/2023 Present
  • 09/2011 → Present
    Courtesy Driving School
    Shelby Township, MI
  • 07/2015 → 09/2018
    Jpmorgan Securities Llc
    Traverse City, MI
  • 06/2015 → 09/2018
    Jpmorgan Chase Bank
    Traverse City, MI
  • 10/2018 → 12/2019
    Cuso Financial Services, Lp
    Traverse City, MI
  • 01/2020 → Present
    Traverse City, MI
  • 01/2020 → Present
    Jp Morgan Chase Bank, N.A.
    Traverse City, MI
  • 09/2023 → Present
    Key Investment Services
    Saline, MI
Previous Registrations
  • 2020-01-07 → 2023-09-17
    Traverse City, MI
    Westerville, OH
    Westerville, OH
    Westerville, OH
  • 2019-05-29 → 2019-12-26
    Cuso Financial Services, L.P.
    Charlevoix, MI
    Charlevoix, MI
    San Diego, CA
Other Businesses

1. ) COURTESY DRIVING SCHOOL-POSITION: Instructor NATURE: Driver Education School INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 09/14/2023,ADDRESS: 54901 Mound Road, Shelby Township MI 48316, United States-DESCRIPTION: Driver education instructor teaching teen students in classroom setting and in car training. 2. ) QUALITY DRIVING SCHOOL- POSITION: null NATURE: Driver Education School. Instructing teenage students on learning to drive which includes classroom and behind the wheel instruction. INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2025, ADDRESS: 102 E Maumee Street, Adrian MI 49221, United States. DESCRIPTION: As a state licensed driver education instructor, I work with teenage students both in the classroom and behind the wheel to teach basic driving skills. I am paid by this employer as an independent contractor.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-03-01
S63 Uniform Securities Agent State Law Examination 2014-09-25
  • S66 Uniform Combined State Law Examination
    2019-03-01
  • S63 Uniform Securities Agent State Law Examination
    2014-09-25
Other Names
  • Derrel Calvin Kent

View on SEC IAPD

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