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Jeffrey J Sokolowski

Key Investment Services LLC

Brooklyn, OH

Pittsburgh, PA

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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
OH RA APPROVED 2023-03-01
  • OH RA
    APPROVED
    Since 2023-03-01

Branch Locations

4900 Tiedeman Road, Brooklyn, OH 44144 • United States

Pittsburgh, PA • 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
Key Investment Services Llc Brooklyn OH 02/2022 Present
Key Private Bank Pittsburgh PA 02/2022 Present
Keybank Pittsburgh PA 02/2019 02/2022
First Commonwealth Bank Pittsburgh PA 06/2014 02/2019
  • 02/2022 → Present
    Key Investment Services Llc
    Brooklyn, OH
  • 02/2022 → Present
    Key Private Bank
    Pittsburgh, PA
  • 02/2019 → 02/2022
    Keybank
    Pittsburgh, PA
  • 06/2014 → 02/2019
    First Commonwealth Bank
    Pittsburgh, PA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-02-27
S63 Uniform Securities Agent State Law Examination 2022-04-22
  • S66 Uniform Combined State Law Examination
    2023-02-27
  • S63 Uniform Securities Agent State Law Examination
    2022-04-22
Other Names
  • Jeffrey Sokolowski

View on SEC IAPD

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MICHAEL BRENT BUROKER
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Other Offices

KEY INVESTMENT SERVICES LLC · BROOKLYN, OH
VICTORY CAPITAL MANAGEMENT INC. · Brooklyn, OH
LINCOLN INVESTMENT · PARMA, OH
INDEPENDENCE CAPITAL CO., INC. · PARMA, OH
LPL FINANCIAL LLC · PARMA, OH
OSAIC WEALTH, INC. · PARMA, OH
CETERA INVESTMENT ADVISERS LLC · CLEVELAND, OH
THE HUNTINGTON INVESTMENT COMPANY · Cleveland, OH

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