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4900 Tiedeman Road Oh-01-49-0215, Brooklyn, OH 44144 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2023-06-07 |
Branch Locations
4900 Tiedeman Road, Brooklyn, OH 44144 • United States
7790 Chippewa Rd, Brecksville, OH 44141 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc | Williamsville | NY | 10/2015 | 02/2023 |
| Key Investment Services, Llc | Brooklyn | OH | 06/2023 | Present |
| Unemployement | Huntington | VT | 02/2023 | 06/2023 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-07-28 |
| S63 | Uniform Securities Agent State Law Examination | 1984-06-14 |
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