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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 | 2026-07-10 |
Branch Locations
953 Fifth Ave., Coraopolis, PA 15108 • United States
4900 Tiedeman Road, Brooklyn, OH 44144 • United States
583 Allegheny Ave., Oakmont, PA 15139 • 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 |
|---|---|---|---|---|
| Omni Strategic Technologies | Wheeling | WV | 12/2015 | 12/2018 |
| Focus First Consulting | Bridgeport | OH | 12/2018 | 01/2025 |
| Symmetry Financial Group | Swannanoa | NC | 03/2024 | 04/2024 |
| Experior Financial Group | Ontario | 03/2024 | 03/2024 | |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 05/2024 | 01/2025 |
| Northwestern Mutual Investment Services Llc | Pittsburgh | PA | 05/2024 | 01/2025 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 08/2024 | 01/2025 |
| Citizens Securities, Inc. | Pittsburgh | PA | 01/2025 | 07/2026 |
| Key Investment Services, Llc | Brooklyn | OH | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-02-25 |
| S63 | Uniform Securities Agent State Law Examination | 2024-04-20 |
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