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4900 Tiedeman Road Oh-01-49-0215, Brooklyn, OH 44144 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-05-13 |
Branch Locations
2791 Ridge Rd. West, Rochester, NY 14626 • 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 |
|---|---|---|---|---|
| Subway Development Of Wny And Clark Development Of Wny | Rochester | NY | 01/2009 | 08/2022 |
| Rochester Subs Llc | Webster | NY | 10/2022 | 03/2023 |
| Unemployed | Na | NY | 09/2022 | 09/2022 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 02/2023 | 04/2025 |
| Northwestern Mutual Investment Services Llc | Pittsford | NY | 10/2023 | 04/2025 |
| Subway | Rochester | NY | 02/2024 | 07/2024 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 05/2024 | 04/2025 |
| Principal Life Insurance Company | Rochester | NY | 06/2025 | 04/2026 |
| Principal Securities, Inc | Rochester | NY | 06/2025 | 04/2026 |
| Key Investment Services, Llc | Brooklyn | OH | 05/2026 | Present |
| Keybank | Rochester | NY | 05/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-11-07 |
| S63 | Uniform Securities Agent State Law Examination | 2024-02-06 |
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