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4900 Tiedeman Road Oh-01-49-0215, Brooklyn, OH 44144 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-02-18 |
Branch Locations
541 Big Thompson Ave Unit #101, Estes Park, CO 80517 • 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 |
|---|---|---|---|---|
| Benchmark Hospitality | Westlake | TX | 01/2018 | 05/2018 |
| Trismart Solar | Fort Worth | TX | 11/2016 | 01/2018 |
| Bjs Brewery & Taphouse | Fort Worth | TX | 03/2016 | 10/2017 |
| Gowireless Verizon | Fort Worth | TX | 08/2016 | 11/2016 |
| Citizens Bank, Inc | Irving | TX | 11/2022 | 02/2023 |
| Charles Schwab & Co., Inc. | Westlake | TX | 06/2023 | 01/2025 |
| Unemployed | Roanoke | TX | 02/2023 | 06/2023 |
| Unemployed | Roanoke | TX | 09/2022 | 11/2022 |
| Keybank | Norwalk | CT | 05/2018 | 09/2022 |
| Key Investment Services, Llc | Brooklyn | OH | 01/2025 | 01/2026 |
| Keybank Na | Thornton | CO | 01/2025 | 01/2026 |
| Key Investment Services | Brooklyn | OH | 01/2026 | Present |
| Keybank | Thornton | CO | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-12-22 |
| S63 | Uniform Securities Agent State Law Examination | 2022-05-04 |
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