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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 2026-07-14
  • OH RA
    APPROVED
    Since 2026-07-14

Branch Locations

4900 Tiedeman Road, Brooklyn, OH 44144 • United States

120 West Streetsboro Street, Hudson, OH 44236 • 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
Charles Schwab & Co., Inc. Richfield OH 01/2016 06/2026
Schwab Wealth Advisory Inc Richfield OH 04/2025 06/2026
Key Investment Services, Llc Brooklyn OH 07/2026 07/2026
Key Investment Services Llc Brooklyn OH 07/2026 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-09-30
  • S66 Uniform Combined State Law Examination
    2016-09-30

View on SEC IAPD

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