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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 |
|---|---|---|---|
| UT | RA | APPROVED | 2024-10-22 |
Branch Locations
4900 Tiedeman Road, Brooklyn, OH 44144 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Keybank Na | Tremonton | UT | 01/2014 | 06/2024 |
| Key Investment Services Llc | Tremonton | UT | 04/2018 | 06/2024 |
| J.P. Morgan Securities Llc | Bountiful | UT | 06/2024 | 10/2024 |
| Jpmorgan Chase Bank, N.A. | Bountiful | UT | 06/2024 | 10/2024 |
| Key Investment Services, Llc | Roy | UT | 10/2024 | 05/2025 |
| Key Investment Services, Llc | Layton | UT | 05/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-08-11 |
| S63 | Uniform Securities Agent State Law Examination | 2018-11-28 |
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