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4900 Tiedeman Road Oh-01-49-0215, Brooklyn, OH 44144 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-01-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Albany | NY | 08/2011 | 03/2023 |
| Keybank Na | Albany | NY | 02/2024 | Present |
| Key Investment Services Llc | Brooklyn | OH | 01/2025 | Present |
| Berkshire Bank | Albany | NY | 03/2023 | 01/2024 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-06-03 |
| S63 | Uniform Securities Agent State Law Examination | 2007-07-27 |
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