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Key Investment Services LLC CRD 136300
$8.88B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
4900 Tiedeman Road Oh-01-49-0215, Brooklyn, OH 44144 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2024-10-09 |
Branch Locations
6525 Orchard Lake Rd, West Bloomfield, MI 48322 • United States
4000 Town Center Suite 1260, Southfield, MI 48075 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securites Llc | Bedford | TX | 10/2013 | 05/2024 |
| Key Investment Services, Llc | Brooklyn | OH | 10/2024 | Present |
| Unemployment | South Bend | OH | 05/2024 | 10/2024 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-12-01 |
| S63 | Uniform Securities Agent State Law Examination | 1999-03-22 |
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