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4900 Tiedeman Road Oh-01-49-0215, Brooklyn, OH 44144 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-11-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Upstate Caring Partners | Utica | NY | 06/2022 | 03/2024 |
| Bank Of America | Utica | NY | 10/2014 | 06/2022 |
| Equity Services, Inc. | Montpelier | VT | 04/2024 | 10/2025 |
| National Life Group | Herkimer | NY | 04/2024 | 10/2025 |
| Keybank | New Hartford | NY | 10/2025 | Present |
| Key Investment Services Llc | Brooklyn | OH | 10/2025 | Present |
LANDLORD POSITION: null NATURE: Own Rental property and collect monthly rent on behalf of my tenants. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 03/01/2025 ADDRESS: 215 Margaret st, Herkimer NY 13350, United States DESCRIPTION: Landlord/tenant agreement.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-04-23 |
| S63 | Uniform Securities Agent State Law Examination | 2024-12-23 |
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