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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)31 years in industry

KEVIN MICHAEL BURKE

Advisor at KEY INVESTMENT SERVICES LLC

Mesa, AZ | BROOKLYN, OH

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Search this name across graphsid dfx:ria:778224c6-0a52-649b-aaf9-fa042ecce174

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:25 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 0
On other graphs: 0
Observed: Nov 18, 2002 to Sep 14, 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: May 22, 1995earliest registration or exam on IAPD
Years in industry: 31derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S63|S65|S66
First exam: May 22, 1995
First registration: Nov 18, 2002
Dual registered: yes, broker-dealer
IAPD individual key: 2599677

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 15, 2025	n/a	yes	BROOKLYN, OH\|Mesa, AZ	Current employment
CAPITAL ONE ADVISORS, LLC	Former SEC adviser	Aug 4, 2016	Sep 19, 2018	no	McLean, VA\|MCLEAN, VA	Previous registration
MORGAN STANLEY	Wirehouse	Aug 5, 2013	Aug 16, 2016	no	Tampa, FL\|SOUTH JORDAN, UT	Previous registration
ADVICE AND PLANNING SERVICES	Bd affiliated wealth	Jul 19, 2005	Aug 28, 2006	no	WASHINGTON, DC\|WASHINGTON, DC	Previous registration
BANC OF AMERICA INVESTMENT SERVICES, INC.	n/a	Sep 13, 2004	Apr 4, 2005	no	MCLEAN, VA	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Nov 19, 2003	Aug 2, 2004	no	WASHINGTON, DC	Previous registration
RIGGS SECURITIES INC.	n/a	Nov 18, 2002	Nov 19, 2003	no	WASHINGTON, DC	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
CAPITAL ONE ADVISORS, LLC	KEY INVESTMENT SERVICES LLC	Sep 19, 2018	Jul 15, 2025	2,491	Firm change after gap	Ibd to ibd
MORGAN STANLEY	CAPITAL ONE ADVISORS, LLC	Aug 16, 2016	Aug 4, 2016	-12	Firm change	Other
ADVICE AND PLANNING SERVICES	MORGAN STANLEY	Aug 28, 2006	Aug 5, 2013	2,534	Firm change after gap	Other
BANC OF AMERICA INVESTMENT SERVICES, INC.	ADVICE AND PLANNING SERVICES	Apr 4, 2005	Jul 19, 2005	106	Firm change	Other
LPL FINANCIAL LLC	BANC OF AMERICA INVESTMENT SERVICES, INC.	Aug 2, 2004	Sep 13, 2004	42	Firm change	Other
RIGGS SECURITIES INC.	LPL FINANCIAL LLC	Nov 19, 2003	Nov 19, 2003	0	Firm change	Other

Relationships

Registered with (7)

→ KEY INVESTMENT SERVICES LLCRegistered adviserregistration: current employment
Jul 15, 2025 to presentfactForm ADV
→ CAPITAL ONE ADVISORS, LLCRegistered adviserregistration: previous registration
Aug 4, 2016 to Sep 19, 2018factForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Aug 5, 2013 to Aug 16, 2016factForm ADV
→ ADVICE AND PLANNING SERVICESRegistered adviserregistration: previous registration
Jul 19, 2005 to Aug 28, 2006factForm ADV
→ BANC OF AMERICA INVESTMENT SERVICES, INC.Registered adviserregistration: previous registration
Sep 13, 2004 to Apr 4, 2005factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Nov 19, 2003 to Aug 2, 2004factForm ADV
→ RIGGS SECURITIES INC.Registered adviserregistration: previous registration
Nov 18, 2002 to Nov 19, 2003factForm ADV

Dated events

No dated event names this entity yet.