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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 | 2021-03-26 |
Branch Locations
493 Center St., Lewiston, NY 14092 • 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 |
|---|---|---|---|---|
| Key Investment Services Llc | Buffalo | NY | 12/2005 | Present |
ST PETER'S ROMAN CATHOLIC CHURCH POSITION: null NATURE: I have been asked to join the Finance Committee INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 10/31/2025 ADDRESS: 620 Center St, Lewiston NY 14092, United States DESCRIPTION: review church financial condition, review budgets and to make recommendations
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-01-30 |
| S63 | Uniform Securities Agent State Law Examination | 1984-04-05 |
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