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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 | 2023-03-31 |
Branch Locations
4900 Tiedeman Road, Brooklyn, OH 44144 • United States
7670 Highbridge Road, Manlius, NY 13104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citizens Bank | Syracuse | NY | 11/2007 | 07/2017 |
| Citizens Securities Inc., | Cicero | NY | 07/2017 | 12/2017 |
| Citizens Securities Inc. | Cicero | NY | 12/2017 | 11/2022 |
| Citizens Bank | Cicero | NY | 12/2017 | 11/2022 |
| Lpl Financial Llc | Manlius | NY | 11/2022 | 03/2023 |
| M & T Bank | Manlius | NY | 11/2022 | 03/2023 |
| Key Investment Services Llc | Brooklyn | OH | 03/2023 | Present |
Notary; not investment-related; 6451 Electric Railway, Cicero, NY 13039; provide notary services; Notary Public; start date 3/27/23; 1 hour per month; 0 hours during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-04-02 |
| S63 | Uniform Securities Agent State Law Examination | 2017-12-15 |
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