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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
OR RA APPROVED 2021-11-23
  • OR RA
    APPROVED
    Since 2021-11-23

Branch Locations

2598 E Barnett Rd, Medford, OR 97504 • 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
Keybank Ashland OR 01/2007 09/2021
Key Investment Services Ashland OR 04/2018 09/2021
Key Investment Associates Medford OR 09/2021 Present
  • 01/2007 → 09/2021
    Keybank
    Ashland, OR
  • 04/2018 → 09/2021
    Key Investment Services
    Ashland, OR
  • 09/2021 → Present
    Key Investment Associates
    Medford, OR
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-11-22
S63 Uniform Securities Agent State Law Examination 2018-08-21
  • S66 Uniform Combined State Law Examination
    2021-11-22
  • S63 Uniform Securities Agent State Law Examination
    2018-08-21

View on SEC IAPD

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