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4900 Tiedeman Road Oh-01-49-0215, Brooklyn, OH 44144 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2025-10-27 |
Branch Locations
4900 Tiedeman Road, Brooklyn, OH 44144 • United States
702 W. Idaho St., Boise, ID 83702 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Boise | ID | 03/2022 | 09/2025 |
| Us Bank | Boise | ID | 12/2018 | 08/2021 |
| Key Bank | Boise | ID | 08/2021 | 02/2022 |
| College Of Western Idaho | Boise | ID | 08/2018 | 05/2024 |
| Cole Valley Christian School | Meridian | ID | 08/2012 | 05/2017 |
| Swank Store | Boise | ID | 05/2017 | 12/2018 |
| Keybank Na | Boise | ID | 10/2025 | Present |
| Key Investment Services Llc | Brooklyn | OH | 10/2025 | Present |
I*: 2068274 Name: Rental Property Management Investment related: no Address: Boise, ID 83705 Nature of other business: Property management Position/Title: Property manager Start Date: 1/2023 Number of hours: 2 hrs per month Number of hours during trading hours: 0 Description: Communicate with renters, ensure property is in good order I*: 2066360 Name: ME Personal Training Investment related: no Address: Boise, ID 83716 Nature of other business: Fitness, personal training Position/Title: Personal trainer Start Date: 12/2019 Number of hours: 16 hrs per month Number of hours during trading hours: 0 Description: Build and guide clients through their fitness journey PROPERTY MANAGER FOR FAMILY POSITION: null NATURE: I help a family member manage their rental home. I help them upkeep the maintenance on the home and am the point of contact for the renters. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2023 ADDRESS: 620 s curtis rd, boise ID 83705, United States DESCRIPTION: I help a family member manage their rental home. I help them upkeep the maintenance on the home and am the point of contact for the renters.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-05-30 |
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