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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
NY RA APPROVED 2026-02-03
  • NY RA
    APPROVED
    Since 2026-02-03

Branch Locations

1941 Route 52, Hopewell Junction, NY 12533 • United States

4900 Tiedeman Road, Brooklyn, OH 44144 • 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
Morgan Stanley Smith Barney Llc Poughkeepsie NY 03/2022 01/2026
Hudson Valley Credit Union Poughkeepsie NY 09/2019 03/2022
Clemson Brothers Brewery New Paltz NY 03/2019 09/2019
Gilded Otter Brewing Company New Paltz NY 06/2016 03/2019
The Learning Center At Regina Coeli Hyde Park NY 06/2016 Present
Key Investment Services Llc Brooklyn OH 01/2026 Present
Keybank Hopewell Junction NY 01/2026 Present
  • 03/2022 → 01/2026
    Morgan Stanley Smith Barney Llc
    Poughkeepsie, NY
  • 09/2019 → 03/2022
    Hudson Valley Credit Union
    Poughkeepsie, NY
  • 03/2019 → 09/2019
    Clemson Brothers Brewery
    New Paltz, NY
  • 06/2016 → 03/2019
    Gilded Otter Brewing Company
    New Paltz, NY
  • 06/2016 → Present
    The Learning Center At Regina Coeli
    Hyde Park, NY
  • 01/2026 → Present
    Brooklyn, OH
  • 01/2026 → Present
    Keybank
    Hopewell Junction, NY
Previous Registrations
Other Businesses

1) THE LEARNING CENTER AT REGINA COELI; NATURE: It is a tutoring center, for which I am still listed as a tutor. I have not actually had a student in over 5 years there - but I would like to remain on the list there to be called in, if I choose to. It is completely per-diem, and I am not compensated unless I take a student and they show up. If it is at all relevant, my mother Judith Stritt owns and operates it. INVESTMENT RELATED: No; NUMBER OF HOURS: 2; SECURITIES TRADING HOURS: 0; START DATE: 06/01/2016; ADDRESS: 2 Harvey Street, Hyde Park NY 12538, United States; DESCRIPTION: For hourly sessions, I tutor middle- and high-school students in Mathematics subjects. This involves homework assistance and extra explanation with examples for their course material. I also used to take some SAT prep students for Math as well, and would be interested in continuing if allowed. It is NOT finance-related, nor has it ever been. Subjects have been: Math for grade levels 6-8, Algebra I and II, Trigonometry, Geometry, Pre-Calculus, Physics, and Calculus; 2) WALTER & CLARE RING IRREVOCABLE TRUST; NATURE: I am the named sole trustee of this trust. The Grantors are my aunt and Uncle - Clare Ring and Walter Ring. The Trust owns no financial accounts of any kind currently. It is set up to own their primary residence and to govern what happens with the proceeds of the sale of that property when they pass away. INVESTMENT RELATED: No; NUMBER OF HOURS: 1; SECURITIES TRADING HOURS: 0; START DATE: 12/20/2025; ADDRESS: 29 South Drive, Hyde Park NY 12538, United States; DESCRIPTION: I will be responsible primarily for conveyance transactions involving the property - and buying/selling Real Estate - with a focus on carrying out the settlor's wishes upon both of their deaths with proceeds from sale. 3) ESTATE OF WALTER RING AND THE ESTATE OF CLARE RING; POSITION: Successor, Executor NATURE: My role as successor executor of Walter's estate if his wife Clare were to pass, and successor for Clare's estate if Walter were to pass. Walter and Clare are my aunt and uncle, and they are not Key Bank clients. INVESTMENT RELATED: No; NUMBER OF HOURS: 4; SECURITIES TRADING HOURS: 0; START DATE: 04/01/2026; ADDRESS: 29 South Drive, Hyde Park NY 12538, United States; DESCRIPTION: Settling the estate in accordance with the will, which is not finished yet, because I want approval for them to add me to it in this role.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-10-01
  • S66 Uniform Combined State Law Examination
    2022-10-01

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