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Renato Jeffrey Powell

Key Investment Services LLC

Gresham, OR

Brooklyn, OH

CRD 1751599

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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
OR RA APPROVED 2006-12-12
  • OR RA
    APPROVED
    Since 2006-12-12

Branch Locations

390 W Burnside St., Gresham, OR 97030 • United States

4900 Tiedeman Road, Brooklyn, OH 44144 • United States

Disclosures

2 disclosure categories 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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination Yes
Employment History
OrganizationCityStateFromTo
Key Investment Services Llc Portland OR 12/2005 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2001-07-11
S63 Uniform Securities Agent State Law Examination 1992-04-06
  • S65 Uniform Investment Adviser Law Examination
    2001-07-11
  • S63 Uniform Securities Agent State Law Examination
    1992-04-06

View on SEC IAPD

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