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4900 Tiedeman Road Oh-01-49-0215, Brooklyn, OH 44144 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-06-09 |
Branch Locations
4900 Tiedeman Road, Brooklyn, OH 44144 • United States
690 N Main St., Springboro, OH 45066 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Key Investment Services, Llc | Brooklyn | OH | 06/2026 | Present |
| Fifth Third Bank, N.A. | Evendale | OH | 06/2022 | 06/2026 |
| Lmu Law | Knoxville | TN | 01/2020 | 05/2022 |
| Aurora University | Aurora | IL | 01/2016 | 01/2020 |
| Fifth Third Securities, Inc. | Evendale | OH | 08/2024 | 06/2026 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-06-18 |
| S63 | Uniform Securities Agent State Law Examination | 2025-02-15 |
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