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Dillion Galdi

Key Investment Services LLC

Denver, CO

Brooklyn, OH

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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
CO RA APPROVED 2024-10-15
  • CO RA
    APPROVED
    Since 2024-10-15

Branch Locations

2305 S. Colorado Blvd., Denver, CO 80222 • 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
Primerica Financial Services Riverside CA 07/2023 10/2024
Pfs Investments Inc. Riverside CA 10/2023 10/2024
Unemployed, College Student Fullerton CA 08/2018 05/2022
Northwoods Inn Covina CA 07/2014 01/2019
Unemployed Covina CA 05/2022 05/2022
Gpac Covina CA 05/2022 07/2023
Keybank Na Denver CO 10/2024 05/2026
Key Investment Services, Llc Brooklyn OH 10/2024 Present
Keybank Na Denver CO 05/2026 Present
  • 07/2023 → 10/2024
    Primerica Financial Services
    Riverside, CA
  • 10/2023 → 10/2024
    Pfs Investments Inc.
    Riverside, CA
  • 08/2018 → 05/2022
    Unemployed, College Student
    Fullerton, CA
  • 07/2014 → 01/2019
    Northwoods Inn
    Covina, CA
  • 05/2022 → 05/2022
    Unemployed
    Covina, CA
  • 05/2022 → 07/2023
    Gpac
    Covina, CA
  • 10/2024 → 05/2026
    Keybank Na
    Denver, CO
  • 10/2024 → Present
    Key Investment Services, Llc
    Brooklyn, OH
  • 05/2026 → Present
    Keybank Na
    Denver, CO
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-06-20
S63 Uniform Securities Agent State Law Examination 2024-02-06
  • S65 Uniform Investment Adviser Law Examination
    2024-06-20
  • S63 Uniform Securities Agent State Law Examination
    2024-02-06
Other Names
  • Dillion Devin Galdi

View on SEC IAPD

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ALPINE QUANTITATIVE MANAGEMENT, LLC · DENVER, CO
MORGAN STANLEY · Denver, CO
CETERA INVESTMENT ADVISERS LLC · DENVER, CO
DREAM U.S. MANAGER LLC · DENVER, CO
KSL CAPITAL PARTNERS · DENVER, CO
CIBC PRIVATE WEALTH ADVISORS, INC. · Denver, CO
CIBC PRIVATE WEALTH ADVISORS, INC. · Denver, CO

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