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4900 Tiedeman Road Oh-01-49-0215, Brooklyn, OH 44144 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2025-10-01 |
Branch Locations
2598 E Barnett Rd, Medford, OR 97504 • United States
4900 Tiedeman Road, Brooklyn, OH 44144 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Russell P. Brown Insurance Agency | Medford | OR | 06/2021 | 09/2025 |
| State Farm Vp Management Corp | Medford | OR | 08/2023 | 09/2025 |
| California Department Of Corrections And Rehibilitation | Crescent City | CA | 03/2018 | 06/2021 |
| Minton Construction | Medford | OR | 07/2016 | 05/2018 |
| State Farm Investment Management Corp | Medford | OR | 07/2024 | 09/2025 |
| Rory Wold Insurance Agency | Medford | OR | 06/2021 | 09/2025 |
| Key Investment Services | Brooklyn | OH | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-07-01 |
| S63 | Uniform Securities Agent State Law Examination | 2023-11-22 |
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