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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 | 2026-05-11 |
Branch Locations
4900 Tiedeman Road, Brooklyn, OH 44144 • United States
1468 West Gore Rd, Erie, PA 16509 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Key Investment Services Llc | Brooklyn | OH | 01/2023 | 04/2025 |
| Keybank | Erie | PA | 09/2020 | 04/2025 |
| Schwans | Erie | PA | 02/2015 | 09/2020 |
| Cetera Investment Services Llc | Erie | PA | 04/2025 | 05/2026 |
| First National Bank Of Pa | Erie | PA | 04/2025 | 05/2026 |
| Cetera Investment Advisers Llc | Erie | PA | 08/2025 | 05/2026 |
| Key Investment Services, Llc | Brooklyn | OH | 05/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-08-04 |
| S63 | Uniform Securities Agent State Law Examination | 2023-03-20 |
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