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.

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

Mar 1, 2010earliest registration or exam on IAPD

Years in industry

16derivedfrom the industry start date

Years at current firm

4derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

1

Exams

S66

First exam

Dec 14, 2019

First registration

Dec 17, 2019

Dual registered

yes, broker-dealer

Other names

MICHELLE YEARDLEY|SHELLY PIPCAK|SHELLY MARIE PIPCAK|Michelle M Pipcak|Michelle Pipcak

IAPD individual key

4751012

• Occurred

  Jan 3, 2022
  Advisor changed firm

  Michelle M Pipcak left Edward Jones for Key Investment Services Llc (registered 2022-01-12)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:f7c57e5f-8437-d2b6-124b-6038c9f4fef7

First observed

Dec 17, 2019

Last observed

Sep 15, 2026 5 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.