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4900 Tiedeman Road Oh-01-49-0215, Brooklyn, OH 44144 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2025-01-08 |
Branch Locations
2510 Main Street, Glastonbury, CT 06033 • 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 |
|---|---|---|---|---|
| Keybank | Ellington | CT | 11/2021 | 04/2023 |
| Key Investment Services Llc | Brooklyn | OH | 07/2022 | 04/2023 |
| Wells Fargo | Middletown | CT | 06/2021 | 11/2021 |
| The Hartford Insurance Group | Windsor | CT | 09/2020 | 05/2021 |
| The Cellular Connection (Verizon) | Manchester | CT | 03/2018 | 08/2020 |
| Sheraton Hartford South Hotel | Rocky Hill | CT | 12/2015 | 01/2018 |
| Olive Garden | Manchester | CT | 01/2018 | 03/2018 |
| Wells Fargo Clearing Services, Llc | East Hartford | CT | 05/2023 | 07/2024 |
| Wells Fargo Bank, Na | East Hartford | CT | 05/2023 | 07/2024 |
| Keybank | Glastonbury | CT | 07/2024 | Present |
| Key Investment Services Llc | Brooklyn | OH | 07/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-07-05 |
| S63 | Uniform Securities Agent State Law Examination | 2022-11-28 |
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