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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 | 2023-09-06 |
Branch Locations
2952 Saunders Settlement, Sanborn, NY 14132 • 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 |
|---|---|---|---|---|
| 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 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-02-11 |
| S63 | Uniform Securities Agent State Law Examination | 2018-05-22 |
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