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Advisor at KEY INVESTMENT SERVICES LLC
BROOKLYN, OH | WESTLAKE, OH
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| KEY INVESTMENT SERVICES LLC | Bd affiliated wealth | Sep 12, 2025 | n/a | yes | WESTLAKE, OH|BROOKLYN, OH | Current employment |
| SJS INVESTMENT SERVICES | Independent wealth | Jan 31, 2023 | Nov 30, 2023 | no | SYLVANIA, OH | Previous registration |
| UBS FINANCIAL SERVICES INC. | Wirehouse | Oct 6, 2015 | Jan 26, 2023 | no | SYLVANIA, OH | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| SJS INVESTMENT SERVICES | KEY INVESTMENT SERVICES LLC | Nov 30, 2023 | Sep 12, 2025 | 652 | Firm change after gap | RIA to ibd |
| UBS FINANCIAL SERVICES INC. | SJS INVESTMENT SERVICES | Jan 26, 2023 | Jan 31, 2023 | 5 | Firm change | Wirehouse to RIA |