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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
NY RA APPROVED 2023-09-06
  • NY RA
    APPROVED
    Since 2023-09-06

Branch Locations

2952 Saunders Settlement, Sanborn, NY 14132 • United States

4900 Tiedeman Road, Brooklyn, OH 44144 • 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
Mutual Of Omaha Insurance Company Amherest NY 04/2016 03/2018
Mutual Of Omaha Investor Services Amherest NY 01/2018 03/2018
Elements Masage East Amherst NY 04/2017 04/2018
United Healthcare Buffalo NY 07/2016 10/2020
Mml Investors Services, Llc Amherst NY 04/2018 10/2020
Massachusetts Mutual Life Insurance Company Amherst NY 04/2018 10/2020
Northwest Bank Pittsburgh PA 10/2020 08/2023
Lpl Financial Llc Pittsburgh PA 11/2020 08/2023
Key Investment Services Sanborn NY 09/2023 Present
  • 04/2016 → 03/2018
    Mutual Of Omaha Insurance Company
    Amherest, NY
  • 01/2018 → 03/2018
    Mutual Of Omaha Investor Services
    Amherest, NY
  • 04/2017 → 04/2018
    Elements Masage
    East Amherst, NY
  • 07/2016 → 10/2020
    United Healthcare
    Buffalo, NY
  • 04/2018 → 10/2020
    Mml Investors Services, Llc
    Amherst, NY
  • 04/2018 → 10/2020
    Massachusetts Mutual Life Insurance Company
    Amherst, NY
  • 10/2020 → 08/2023
    Northwest Bank
    Pittsburgh, PA
  • 11/2020 → 08/2023
    Pittsburgh, PA
  • 09/2023 → Present
    Key Investment Services
    Sanborn, NY
Previous Registrations
  • 2022-02-14 → 2023-09-14
    Lewiston, NY
    Sharpsburg, PA
    Bellevue, PA
    Carnegie, PA
    Pittsburgh, PA
    Pittsburg, PA
    Pittsburgh, PA
    Pittsburgh, PA
    Pittsburgh, PA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-02-11
S63 Uniform Securities Agent State Law Examination 2018-05-22
  • S66 Uniform Combined State Law Examination
    2022-02-11
  • S63 Uniform Securities Agent State Law Examination
    2018-05-22

View on SEC IAPD

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