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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 2026-05-05
  • NY RA
    APPROVED
    Since 2026-05-05

Branch Locations

59 Route 59, Suffern, NY 10901 • 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
J.P. Morgan Chase Bank Tarrytown NY 01/2018 03/2023
Unemployed Suffern NY 09/2017 12/2017
Soref Jcc Plantation FL 10/2016 06/2017
Jpmorgan Securities Llc Tarrytown NY 01/2018 03/2023
Soref Jcc Plantation FL 06/2017 08/2017
Unemployed Plantation FL 03/2015 09/2016
Keybank Suffern NY 03/2023 08/2026
Key Investment Services Llc Brooklyn OH 03/2023 08/2026
Key Investment Services Llc Brooklyn OH 08/2026 Present
  • 01/2018 → 03/2023
    J.P. Morgan Chase Bank
    Tarrytown, NY
  • 09/2017 → 12/2017
    Unemployed
    Suffern, NY
  • 10/2016 → 06/2017
    Soref Jcc
    Plantation, FL
  • 01/2018 → 03/2023
    Jpmorgan Securities Llc
    Tarrytown, NY
  • 06/2017 → 08/2017
    Soref Jcc
    Plantation, FL
  • 03/2015 → 09/2016
    Unemployed
    Plantation, FL
  • 03/2023 → 08/2026
    Keybank
    Suffern, NY
  • 03/2023 → 08/2026
    Brooklyn, OH
  • 08/2026 → Present
    Brooklyn, OH
Other Businesses

SELF; NATURE: Personal home in FL currently rented. INVESTMENT RELATED: No; NUMBER OF HOURS: 0; SECURITIES TRADING HOURS: 0; START DATE: 04/01/2026; ADDRESS: 9085 W Sunrise Blvd, Plantation, FL 33322, United States; DESCRIPTION: Landlord

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-05-04
S63 Uniform Securities Agent State Law Examination 2018-03-02
  • S66 Uniform Combined State Law Examination
    2026-05-04
  • S63 Uniform Securities Agent State Law Examination
    2018-03-02
Other Names
  • Margot Vanessa Garcia

View on SEC IAPD

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