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Advisor at KEY CAPITAL MANAGEMENT, INC.
HENDERSONVILLE, TN
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 CAPITAL MANAGEMENT, INC. | Independent wealth | Mar 26, 2026 | n/a | yes | HENDERSONVILLE, TN | Current employment |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Sep 20, 2024 | Mar 24, 2026 | no | FRANKLIN, TN|BRENTWOOD, TN | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | KEY CAPITAL MANAGEMENT, INC. | Mar 24, 2026 | Mar 26, 2026 | 2 | Firm change | Wirehouse to RIA |