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Detailed Report
KIMBERLY ANN BISH
KIMBERLY ANN KNEISLY, KIMBERLY ANN MILLER
CRD#: 4342458
IA
Investment Adviser
B
Broker
KEY INVESTMENT SERVICES LLCCRD#: 136300 205 E. NATIONAL RD.
VANDALIA, OH 45377
Registration History
20022004200620082010201220142016201820202022202420264 FIRMS2006 - 2006 (<1 year)IAKEY INVESTMENT SERVICES LLC (CRD# 136300)2015 - Present (10 years)BKEY INVESTMENT SERVICES LLC (CRD# 136300)2006 - Present (18 years)BMCDONALD INVESTMENTS INC. (CRD# 566)2001 - 2006 (4 years)IAKEY INVESTMENT SERVICES LLC (CRD# 136300)2006 - 2011 (4 years)IAMCDONALD INVESTMENTS INC. (CRD# 566)2003 - 2006 (2 years)
License(s)

State Registrations

B
Florida 4/4/2022
IA
Ohio 3/20/2015
B
Indiana 6/12/2006
B
Tennessee 1/31/2020
B
Ohio 6/13/2006
B
Wisconsin 11/9/2023

SRO Registrations

B
 FINRA

View Exams Passed by the individual in the detailed report

Learn about permitted activities of registered representatives

Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
KEY INVESTMENT SERVICES LLC (CRD#:136300)
205 E. NATIONAL RD., VANDALIA, OH 45377
Registered with this firm since 3/20/2015
B
KEY INVESTMENT SERVICES LLC (CRD#:136300)
205 E. NATIONAL RD., VANDALIA, OH 45377
Registered with this firm since 6/12/2006
Previous Registration(s)
th hidden textth hidden textNameLocation
IA
 06/14/2006 - 05/06/2011 KEY INVESTMENT SERVICES LLC (CRD#:136300) BROOKLYN, OH
IA
 02/14/2006 - 06/13/2006 MCDONALD INVESTMENTS INC. (CRD#:566) DAYTON, OH
B
 02/14/2006 - 06/13/2006 MCDONALD INVESTMENTS INC. (CRD#:566) DAYTON, OH
IA
 01/18/2006 - 02/14/2006 KEY INVESTMENT SERVICES LLC (CRD#:136300) VANDALIA, OH
B
 01/18/2006 - 02/14/2006 KEY INVESTMENT SERVICES LLC (CRD#:136300) VANDALIA, OH
IA
 09/02/2003 - 01/18/2006 MCDONALD INVESTMENTS INC. (CRD#:566) VANDALIA, OH
B
 04/03/2001 - 01/18/2006 MCDONALD INVESTMENTS INC. (CRD#:566) VANDALIA, OH
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
B
Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.