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RIA / WealthAdvisordual registered (broker-dealer)19 years in industry

Angel Kelley

Advisor at KEY INVESTMENT SERVICES LLC

BROOKLYN, OH | Wadsworth, OH

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Search this name across graphsid dfx:ria:26a41c49-548d-ae95-c141-6a9b44265de0

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 3:14 AM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 1
On other graphs: 0
Observed: Jan 24, 2007 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: KEY INVESTMENT SERVICES LLC
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jan 24, 2007earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 7
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Mar 15, 2010
First registration: Jan 24, 2007
Dual registered: yes, broker-dealer
Other names: ANGEL DENISE CRITES|Angel Denise Kimmel|Angel Denise Kelley
IAPD individual key: 4647303

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
KEY INVESTMENT SERVICES LLC	Bd affiliated wealth	Jul 6, 2022	n/a	yes	BROOKLYN, OH\|Wadsworth, OH	Current employment
FIFTH THIRD SECURITIES, INC.	Bd affiliated wealth	Mar 11, 2022	Jun 27, 2022	no	AKRON, OH	Previous registration
KEY INVESTMENT SERVICES LLC	Bd affiliated wealth	Jan 14, 2019	Nov 30, 2021	no	BROOKLYN, OH	Previous registration
VALMARK ADVISERS, INC.	Bd affiliated wealth	Apr 11, 2014	Jan 14, 2019	no	AKRON, OH	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Sep 18, 2013	Mar 19, 2014	no	CANTON, OH\|CANTON, OH\|CANTON, OH\|MASSILLON, OH\|MASSILLON, OH\|CANTON, OH\|NORTH CANTON, OH\|CANTON, OH	Previous registration
FIRSTMERIT ADVISORS, INC.	n/a	Nov 2, 2010	Sep 18, 2013	no	CANTON, OH\|MASSILLON, OH\|CANTON, OH\|NORTH CANTON, OH	Previous registration
PNC WEALTH MANAGEMENT	Bd affiliated wealth	Jan 20, 2010	May 25, 2010	no	DALTON, OH\|ORRVILLE, OH\|ORRVILLE, OH\|DOYLESTOWN, OH\|RITTMAN, OH	Previous registration
INVEST FINANCIAL CORPORATION	Former SEC adviser	Jan 24, 2007	Jan 5, 2010	no	MANSFIELD, OH\|CUYAHOGA FALLS, OH\|CUYAHOGA FALLS, OH\|AKRON, OH\|CUYAHOGA FALLS, OH\|AKRON, OH\|ASHLAND, OH\|ASHLAND, OH\|LOUDONVILLE, OH\|WOOSTER, OH\|WOOSTER, OH\|ASHLAND, OH	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
FIFTH THIRD SECURITIES, INC.	KEY INVESTMENT SERVICES LLC	Jun 27, 2022	Jul 6, 2022	9	Firm change	Ibd to ibd
KEY INVESTMENT SERVICES LLC	FIFTH THIRD SECURITIES, INC.	Nov 30, 2021	Mar 11, 2022	101	Firm change	Ibd to ibd
VALMARK ADVISERS, INC.	KEY INVESTMENT SERVICES LLC	Jan 14, 2019	Jan 14, 2019	0	Firm change	RIA to ibd
LPL FINANCIAL LLC	VALMARK ADVISERS, INC.	Mar 19, 2014	Apr 11, 2014	23	Firm change	Other
FIRSTMERIT ADVISORS, INC.	LPL FINANCIAL LLC	Sep 18, 2013	Sep 18, 2013	0	Bulk transfer	Other
PNC WEALTH MANAGEMENT	FIRSTMERIT ADVISORS, INC.	May 25, 2010	Nov 2, 2010	161	Firm change	Other
INVEST FINANCIAL CORPORATION	PNC WEALTH MANAGEMENT	Jan 5, 2010	Jan 20, 2010	15	Firm change	Other

Relationships

Registered with (7)

→ KEY INVESTMENT SERVICES LLCRegistered adviserregistration: previous registration
Jan 14, 2019 to Nov 30, 2021factForm ADV
→ FIFTH THIRD SECURITIES, INC.Registered adviserregistration: previous registration
Mar 11, 2022 to Jun 27, 2022factForm ADV
→ VALMARK ADVISERS, INC.Registered adviserregistration: previous registration
Apr 11, 2014 to Jan 14, 2019factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Sep 18, 2013 to Mar 19, 2014factForm ADV
→ FIRSTMERIT ADVISORS, INC.Registered adviserregistration: previous registration
Nov 2, 2010 to Sep 18, 2013factForm ADV
→ PNC WEALTH MANAGEMENTRegistered adviserregistration: previous registration
Jan 20, 2010 to May 25, 2010factForm ADV
→ INVEST FINANCIAL CORPORATIONRegistered adviserregistration: previous registration
Jan 24, 2007 to Jan 5, 2010factForm ADV

Dated events

Occurred
Jun 27, 2022
Advisor changed firm
Angel Kelley left Fifth Third Securities, Inc. for Key Investment Services Llc (registered 2022-07-06)
Form ADVobserved 6 days ago