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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
WA RA APPROVED 2024-06-04
  • WA RA
    APPROVED
    Since 2024-06-04

Branch Locations

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
Key Investment Services Llc Bellevue WA 03/2017 03/2021
Keybank Bellevue WA 03/2017 06/2024
Perkins Coie Llp Seattle WA 06/2012 03/2017
Key Investment Services Llc Bellevue WA 03/2021 06/2024
Key Investment Services, Llc Brooklyn OH 06/2024 Present
Keybank Bellevue WA 06/2024 Present
Other Businesses

North Counties Christian Sports League; not investment related; 11710 58th Drive NE, Marysville, Washington 98271; church sports league; president in charge of managing annual charitable status; 6 hours per month outside of securities trading hours.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-06-03
S63 Uniform Securities Agent State Law Examination 2017-04-07
  • S66 Uniform Combined State Law Examination
    2024-06-03
  • S63 Uniform Securities Agent State Law Examination
    2017-04-07

View on SEC IAPD

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