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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 2025-02-03
  • WA RA
    APPROVED
    Since 2025-02-03

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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Bellevue WA 05/2005 09/2019
Keybank Seattle WA 10/2019 05/2024
Key Investment Services Seattle WA 06/2020 05/2024
Keybank Na Seattle WA 05/2024 Present
Key Investment Services, Llc Brooklyn OH 05/2024 Present
  • 05/2005 → 09/2019
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Bellevue, WA
  • 10/2019 → 05/2024
    Keybank
    Seattle, WA
  • 06/2020 → 05/2024
    Key Investment Services
    Seattle, WA
  • 05/2024 → Present
    Keybank Na
    Seattle, WA
  • 05/2024 → Present
    Brooklyn, OH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-01-31
  • S66 Uniform Combined State Law Examination
    2025-01-31
Other Names
  • Juana Patricia Cash
  • Juana Patricia Selim
  • Patricia Cash

View on SEC IAPD

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