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4900 Tiedeman Road Oh-01-49-0215, Brooklyn, OH 44144 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2023-10-27 |
Branch Locations
4000 Town Center Suite 1260, Southfield, MI 48075 • United States
4900 Tiedeman Road, Brooklyn, OH 44144 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Birminham | MI | 11/2016 | 03/2019 |
| Robert Half International | Troy | MI | 02/2016 | 11/2016 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Troy | MI | 03/2019 | 10/2023 |
| Bank Of America, N.A. | Troy | MI | 03/2019 | 10/2023 |
| Key Investment Services, Llc | Brooklyn | OH | 10/2023 | 10/2025 |
| Key Investment Services, Llc | Brooklyn | OH | 10/2025 | Present |
| Keybank Na | Southfield | MI | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-03-17 |
| S63 | Uniform Securities Agent State Law Examination | 2015-12-03 |
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