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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 | 2023-04-26 |
Branch Locations
4900 Tiedeman Road, Brooklyn, OH 44144 • United States
9 Easton Road, Willow Grove, PA 19090 • 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 |
|---|---|---|---|---|
| Lpl Financial | Bensalem | PA | 05/2013 | 06/2020 |
| Private Advisor Group, Llc | Morristown | NJ | 06/2013 | 05/2020 |
| Citizens Securities, Inc. | East Norriton | PA | 06/2020 | 04/2023 |
| Key Investment Services Llc | Brooklyn | OH | 04/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1997-03-13 |
| S65 | Uniform Investment Adviser Law Examination | 1997-02-27 |
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