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Advisor at KEY INVESTMENT SERVICES LLC
Niagara Falls, NY | BROOKLYN, 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 | Feb 6, 2026 | n/a | yes | BROOKLYN, OH|Niagara Falls, NY | Current employment |
| Cdfinancial | State registered | Sep 19, 2025 | Dec 26, 2025 | no | SAN JUAN CAPISTRANO, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| Cdfinancial | KEY INVESTMENT SERVICES LLC | Dec 26, 2025 | Feb 6, 2026 | 42 | Firm change | Other |