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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 | 2022-11-01 |
Branch Locations
4900 Tiedeman Road, Brooklyn, OH 44144 • United States
6570 Kinne Rd, Dewitt, NY 13214 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bankers Healthcare Group, Llc | Syracuse | NY | 08/2007 | 05/2017 |
| Morgan Stanley | Syracuse | NY | 04/2017 | 11/2017 |
| Empower Federal Credit Union | Syracuse | NY | 11/2017 | 02/2021 |
| Cuso Financial Services, Lp | San Diego | CA | 11/2017 | 02/2021 |
| M&T Securities, Inc. | Buffalo | NY | 02/2021 | 06/2021 |
| Lpl Financial Llc | New Hartford | NY | 06/2021 | 10/2022 |
| Lpl Financial Llc | New Hartford | NY | 06/2021 | 10/2022 |
| Key Investment Services Llc | Brooklyn | OH | 10/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-06-02 |
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