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.

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

Jul 13, 2015earliest registration or exam on IAPD

Years in industry

11derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Exams

S66|S63

First exam

Jul 13, 2015

First registration

Apr 12, 2018

Dual registered

yes, broker-dealer

Other names

John Michael Hanna|John Hanna

IAPD individual key

6427997

• Occurred

  Oct 15, 2025
  Advisor changed firm

  John Hanna left Charles Schwab & Co., Inc. for Key Investment Services Llc (registered 2025-10-15)

  Form ADVobserved 5 days ago
• Occurred

  Jan 14, 2025
  Advisor changed firm

  John Hanna left Merrill Lynch, Pierce, Fenner & Smith Incorporated for Charles Schwab & Co., Inc. (registered 2025-01-31)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:6a72b7c5-027e-dd77-347b-1cc07d22b105

First observed

Apr 12, 2018

Last observed

Sep 14, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.