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Susan Mara Berchak

Key Investment Services LLC

Brooklyn, OH

Middleburg Heights, OH

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Current Employers
Key Investment Services Llc

4900 Tiedeman Road Oh-01-49-0215, Brooklyn, OH 44144 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2019-01-30
  • OH RA
    APPROVED
    Since 2019-01-30

Branch Locations

4900 Tiedeman Road, Brooklyn, OH 44144 • United States

Middleburg Heights, OH • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Scottrade, Inc. Westlake OH 06/2003 03/2018
Key Investment Services Llc Brooklyn OH 01/2019 08/2024
Unemployed Middleburg Heights OH 03/2018 01/2019
Key Investment Services Llc Brooklyn OH 08/2024 Present
Previous Registrations
  • 2017-07-21 → 2018-03-09
    Scottrade Investment Management
    Saint Louis, MO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-07-21
S63 Uniform Securities Agent State Law Examination 1989-07-18
  • S66 Uniform Combined State Law Examination
    2017-07-21
  • S63 Uniform Securities Agent State Law Examination
    1989-07-18
Other Names
  • Susan Mara Egut
  • Susan Mara Badovick

View on SEC IAPD

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Other Offices

KEY INVESTMENT SERVICES LLC · BROOKLYN, OH
VICTORY CAPITAL MANAGEMENT INC. · Brooklyn, OH
LINCOLN INVESTMENT · PARMA, OH
INDEPENDENCE CAPITAL CO., INC. · PARMA, OH
LPL FINANCIAL LLC · PARMA, OH
OSAIC WEALTH, INC. · PARMA, OH
CETERA INVESTMENT ADVISERS LLC · CLEVELAND, OH
THE HUNTINGTON INVESTMENT COMPANY · Cleveland, OH

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