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4900 Tiedeman Road Oh-01-49-0215, Brooklyn, OH 44144 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-10-15 |
Branch Locations
4900 Tiedeman Road, Brooklyn, OH 44144 • United States
318 West Columbus Ave, Corry, PA 16407 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equitable Advisors, Llc | New York | NY | 09/2022 | 12/2024 |
| Valerios Italian Restaurant | Erie | PA | 10/2016 | 04/2023 |
| F3 Metal Worx | Erie | PA | 05/2021 | 08/2021 |
| Gannon University | Erie | PA | 01/2019 | 05/2022 |
| Lake Erie College | Painesville | OH | 08/2018 | 12/2018 |
| Mcdowell High School | Erie | PA | 08/2014 | 07/2018 |
| Key Investment Services, Llc | Brooklyn | OH | 10/2025 | Present |
| Keybank | Corry | PA | 10/2025 | Present |
| Pnc Bank | Erie | PA | 12/2024 | 09/2025 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-03-15 |
| S63 | Uniform Securities Agent State Law Examination | 2023-01-26 |
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