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4900 Tiedeman Road Oh-01-49-0215, Brooklyn, OH 44144 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-03-26 |
Branch Locations
53 South Main St, Liberty, NY 12754 • United States
4900 Tiedeman Road, Brooklyn, OH 44144 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Charlotte | NC | 05/2012 | 09/2016 |
| Keybank | Liberty | NY | 09/2016 | Present |
| Key Investment Services, Llc | Manchester | CT | 09/2016 | Present |
Liberty Central School Board Audit Committee; not investment-related; 115 Buckley Street, Liberty, NY 12754; committee is comprised of 5 members of the Liberty Central School Board, the Liberty Central School Business Officer and me as a member of the community; we meet with Internal and External Auditors and review the findings of audits and make policy recommendations; title: member of audit committee; start date: around 2011-2012; 2 hours per meeting/4 meetings per year; 0 hours during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-07-15 |
| S65 | Uniform Investment Adviser Law Examination | 2001-05-29 |
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