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Brenda Ann Heitmuller

Key Investment Services LLC

New Windsor, NY

Brooklyn, OH

CRD 3203059

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Employer firm

Key Investment Services LLC CRD 136300

$8.88B regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Key Investment Services Llc

4900 Tiedeman Road Oh-01-49-0215, Brooklyn, OH 44144 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-08-19
  • NY RA
    APPROVED
    Since 2021-08-19

Branch Locations

119 Temple Hill Rd., New Windsor, NY 12553 • 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
Lpl Financial Charlotte ND 05/2012 09/2016
First Niagara Bank Vails Gate NY 05/2012 09/2016
Key Investment Services Llc Poughkeepsie NY 09/2016 03/2018
Keybank Windsor NY 09/2016 Present
Key Investment Services Llc Poughkeepsie NY 03/2018 Present
  • 05/2012 → 09/2016
    Lpl Financial
    Charlotte, ND
  • 05/2012 → 09/2016
    First Niagara Bank
    Vails Gate, NY
  • 09/2016 → 03/2018
    Key Investment Services Llc
    Poughkeepsie, NY
  • 09/2016 → Present
    Keybank
    Windsor, NY
  • 03/2018 → Present
    Key Investment Services Llc
    Poughkeepsie, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-08-18
S63 Uniform Securities Agent State Law Examination 1999-05-10
  • S66 Uniform Combined State Law Examination
    2021-08-18
  • S63 Uniform Securities Agent State Law Examination
    1999-05-10
Other Names
  • Brenda Ann Puglio

View on SEC IAPD

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Nearby Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · NEW WINDSOR, NY
STATE FARM INVESTMENT MANAGEMENT CORP. · New Windsor, NY
EDWARD JONES · NEW WINDSOR, NY

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