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RIA / WealthAdvisordual registered (broker-dealer)32 years in industry

DAVID JOHN DONNELLY

Advisor at KEY INVESTMENT SERVICES LLC

Sagamore Hills, OH | BROOKLYN, OH

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Search this name across graphsid dfx:ria:8cc60aeb-32bf-dae9-6556-00d8da99dab9

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 3:43 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Oct 24, 2001 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: Oct 5, 1993earliest registration or exam on IAPD
Years in industry: 32derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Exams: S63|S66
First exam: Oct 5, 1993
First registration: Oct 24, 2001
Dual registered: yes, broker-dealer
IAPD individual key: 2374815

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	Sep 16, 2022	n/a	yes	BROOKLYN, OH\|Sagamore Hills, OH	Current employment
LPL FINANCIAL LLC	Bd affiliated wealth	Jun 26, 2018	Jun 14, 2022	no	SHAKER HEIGHTS, OH\|SOLON, OH\|BEACHWOOD, OH\|CLEVELAND, OH\|CLEVELAND, OH\|SHAKER HEIGHTS, OH\|BEACHWOOD, OH\|BEACHWOOD, OH\|SOLON, OH\|CLEVELAND, OH	Previous registration
PNC WEALTH MANAGEMENT	Bd affiliated wealth	Dec 6, 2012	May 2, 2017	no	FORT WAYNE, IN\|FORT WAYNE, IN\|CARMEL, IN\|INDIANAPOLIS, IN\|FORT WAYNE, IN\|INDIANAPOLIS, IN	Previous registration
INVEST FINANCIAL CORPORATION	Former SEC adviser	Jun 1, 2012	Nov 23, 2012	no	APPLETON, WI\|FORT WAYNE, IN\|FORT WAYNE, IN\|FORT WAYNE, IN\|FORT WAYNE, IN	Previous registration
CUNA BROKERAGE SERVICES, INC.	Former SEC adviser	Oct 8, 2003	Jun 5, 2012	no	FORT WAYNE, IN\|FORT WAYNE, IN\|FORT WAYNE, IN\|FORT WAYNE, IN\|FORT WAYNE, IN	Previous registration
BANC ONE SECURITIES CORPORATION	n/a	Oct 24, 2001	Sep 3, 2003	no	FORT WAYNE, IN	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
LPL FINANCIAL LLC	KEY INVESTMENT SERVICES LLC	Jun 14, 2022	Sep 16, 2022	94	Firm change	RIA to ibd
PNC WEALTH MANAGEMENT	LPL FINANCIAL LLC	May 2, 2017	Jun 26, 2018	420	Firm change after gap	Other
INVEST FINANCIAL CORPORATION	PNC WEALTH MANAGEMENT	Nov 23, 2012	Dec 6, 2012	13	Firm change	Other
CUNA BROKERAGE SERVICES, INC.	INVEST FINANCIAL CORPORATION	Jun 5, 2012	Jun 1, 2012	-4	Firm change	Other
BANC ONE SECURITIES CORPORATION	CUNA BROKERAGE SERVICES, INC.	Sep 3, 2003	Oct 8, 2003	35	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
129052:6413:IN:2017-05-01	May 2, 2017	Jun 26, 2018	INDIANAPOLIS, IN	Firm change after gap

Relationships

Registered with (6)

→ KEY INVESTMENT SERVICES LLCRegistered adviserregistration: current employment
Sep 16, 2022 to presentfactForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Jun 26, 2018 to Jun 14, 2022factForm ADV
→ PNC WEALTH MANAGEMENTRegistered adviserregistration: previous registration
Dec 6, 2012 to May 2, 2017factForm ADV
→ INVEST FINANCIAL CORPORATIONRegistered adviserregistration: previous registration
Jun 1, 2012 to Nov 23, 2012factForm ADV
→ CUNA BROKERAGE SERVICES, INC.Registered adviserregistration: previous registration
Oct 8, 2003 to Jun 5, 2012factForm ADV
→ BANC ONE SECURITIES CORPORATIONRegistered adviserregistration: previous registration
Oct 24, 2001 to Sep 3, 2003factForm ADV

Dated events

Occurred
Jun 14, 2022
Advisor changed firm
David John Donnelly left Lpl Financial Llc for Key Investment Services Llc (registered 2022-09-16)
Form ADVobserved 5 days ago