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Advisor at KEY GROUP MANAGEMENT, INC.
Kennett Square, PA
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 GROUP MANAGEMENT, INC. | Independent wealth | May 8, 2026 | n/a | yes | Kennett Square, PA | Current employment |
| AVANTAX ADVISORY SERVICES | Former SEC adviser | Oct 8, 2020 | Dec 31, 2023 | no | Woodcliff Lake, NJ | Previous registration |
| UBS FINANCIAL SERVICES INC. | Wirehouse | Apr 17, 2018 | Nov 12, 2018 | no | WEEHAWKEN, NJ | Previous registration |
| MORGAN STANLEY | Wirehouse | Mar 21, 2017 | Nov 10, 2017 | no | New York, NY | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| AVANTAX ADVISORY SERVICES | KEY GROUP MANAGEMENT, INC. | Dec 31, 2023 | May 8, 2026 | 859 | Firm change after gap | Ibd to RIA |
| UBS FINANCIAL SERVICES INC. | AVANTAX ADVISORY SERVICES | Nov 12, 2018 | Oct 8, 2020 | 696 | Firm change after gap | Wirehouse to ibd |
| MORGAN STANLEY | UBS FINANCIAL SERVICES INC. | Nov 10, 2017 | Apr 17, 2018 | 158 | Firm change | Wirehouse to wirehouse |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 149777:8174:NY:2017-11-06 | Nov 10, 2017 | Apr 17, 2018 | NEW YORK, NY | Firm change |