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Anthony Zak

Key Investment Services LLC

Brooklyn, OH

Lakewood, 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 2021-11-21
  • OH RA
    APPROVED
    Since 2021-11-21

Branch Locations

4900 Tiedeman Road, Brooklyn, OH 44144 • United States

Lakewood, 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
Pnc Investments Cleveland OH 03/2016 02/2020
Pnc Investments Cleveland OH 02/2020 06/2020
Mj Baker Financial Advisors Avon Lake OH 11/2020 11/2021
Commonwealth Financial Network Waltham MA 11/2020 11/2021
Mj Baker Financial Advisors Avon Lake OH 09/2020 11/2020
Key Investment Services Brooklyn OH 11/2021 Present
  • 03/2016 → 02/2020
    Pnc Investments
    Cleveland, OH
  • 02/2020 → 06/2020
    Pnc Investments
    Cleveland, OH
  • 11/2020 → 11/2021
    Mj Baker Financial Advisors
    Avon Lake, OH
  • 11/2020 → 11/2021
    Commonwealth Financial Network
    Waltham, MA
  • 09/2020 → 11/2020
    Mj Baker Financial Advisors
    Avon Lake, OH
  • 11/2021 → Present
    Key Investment Services
    Brooklyn, OH
Previous Registrations
Other Businesses

1) Co-Owner of rental property 1325 Sloane Avenue Lakewood, OH 44107, as of 08/01/2018; 2 hours a month during non-trading hours; investment related.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-02-18
  • S66 Uniform Combined State Law Examination
    2020-02-18

View on SEC IAPD

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LINCOLN INVESTMENT
INDEPENDENCE CAPITAL CO., INC.
LPL FINANCIAL LLC
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

More in Brooklyn, OH

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