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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
CO RA APPROVED 2023-08-08
  • CO RA
    APPROVED
    Since 2023-08-08

Branch Locations

4900 Tiedeman Road, Brooklyn, OH 44144 • United States

9900 W Belleview Ave, Littleton, CO 80123 • 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
Jpmorgan Chase Bank, N.A. Parker CO 01/2022 06/2023
Jpmorgan Chase Bank, N.A. Parker CO 03/2021 12/2021
Custom Equity Builders Littleton CO 06/2020 01/2021
University Of Colorado Boulder Boulder CO 08/2016 08/2020
Unemployed Littleton CO 02/2021 02/2021
J.P. Morgan Securities Llc Parker CO 01/2022 06/2023
Key Investment Services Greenwood Village CO 06/2023 09/2023
Key Investment Services Llc Greenwood Village CO 09/2023 Present
  • 01/2022 → 06/2023
    Jpmorgan Chase Bank, N.A.
    Parker, CO
  • 03/2021 → 12/2021
    Jpmorgan Chase Bank, N.A.
    Parker, CO
  • 06/2020 → 01/2021
    Custom Equity Builders
    Littleton, CO
  • 08/2016 → 08/2020
    University Of Colorado Boulder
    Boulder, CO
  • 02/2021 → 02/2021
    Unemployed
    Littleton, CO
  • 01/2022 → 06/2023
    J.P. Morgan Securities Llc
    Parker, CO
  • 06/2023 → 09/2023
    Key Investment Services
    Greenwood Village, CO
  • 09/2023 → Present
    Greenwood Village, CO
Other Businesses

DONATI LLC - POSITION: Member/Manager, NATURE: Rental property, residential real estate, INVESTMENT RELATED: No, NUMBER OF HOURS: 2, SECURITIES TRADING HOURS: 0, START DATE: 09/16/2024, ADDRESS: 8187 Raphael Ln, Littleton CO 80125, United States, DESCRIPTION: Managing rental property TAVOLA LLC POSITION: null NATURE: I have designed and intend to launch a board game on kickstarter.com and possibly other sites beginning in early 2027 and intend to launch other board games in subsequent years. The future game(s) will continue to be available for sale online on sites such as amazon.com after launching. I will begin incurring expenses related to manufacturing, advertising, etc. in 2026. This activity is separate from my role as a Private Client Advisor and will not conflict with my role or create any conflicts of interest. I have disclosed this activity to Michael Castillo, my Wealth Market Leader. This activity is not investment related. The time I spend on the business activity is outside of regular business hours. INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 05/26/2026 ADDRESS: 8187 Raphael Ln, Littleton CO 80125, United States DESCRIPTION: This is my own business and I am not under any duty or obligation to any other employer with this outside business activity.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-08-07
  • S66 Uniform Combined State Law Examination
    2023-08-07

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