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4900 Tiedeman Road Oh-01-49-0215, Brooklyn, OH 44144 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2025-02-24 |
Branch Locations
4900 Tiedeman Road, Brooklyn, OH 44144 • United States
Chicago, IL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Covington Catholic High School | Park Hills | KY | 06/2014 | 05/2018 |
| Beechwood Swim Club | Fort Mitchell | KY | 05/2016 | 09/2019 |
| Greyhound Tavern | Fort Mitchell | KY | 10/2017 | 08/2018 |
| Price Dinner Club | Lexington | KY | 08/2019 | 03/2020 |
| University Of Kentucky | Lexington | KY | 08/2018 | 05/2022 |
| Best Version Media | Brookfield | WI | 07/2020 | 12/2020 |
| Fidelity Investments | Covington | KY | 06/2021 | 08/2021 |
| Fidelity Investments | Covington | KY | 06/2022 | 03/2023 |
| Key Investment Services, Llc | Brooklyn | OH | 09/2023 | 01/2024 |
| Fidelity Investments | Covington | KY | 03/2023 | 09/2023 |
| Key Investment Services, Llc | Brooklyn | OH | 01/2024 | 02/2025 |
| Key Investment Services, Llc | Brooklyn | OH | 02/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-04-24 |
| S63 | Uniform Securities Agent State Law Examination | 2022-10-04 |
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