DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Camilla B Merrick

Key Investment Services LLCBD affiliatedGeneseo, Ny dual registrantIAPD 2064465

Chartered Financial Consultant

Feed of 09/14/2026

Also filed as Camilla Buck

At current firm

0 y

since May 28, 2026

In the industry

35 y

since Sep 20, 1990 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Key Investment Services LLC BD affiliated current
since May 28, 2026 · Geneseo, Ny
Wilmington Trust Investment Advisors, Inc. other
Jan 10, 2023 to May 7, 2026 · Wilmington, De
M&T Securities, Inc. unclassified
Apr 4, 2018 to Dec 23, 2021 · Buffalo, Ny
LPL Financial LLC BD affiliated
Jan 5, 2017 to Feb 23, 2018 · Fairport, Ny
Wall Street Financial Group, Inc former
May 31, 2012 to May 19, 2016 · Victor, Ny

Moves

a registration end followed by a registration begin elsewhere

Wilmington Trust Investment Advisors, Inc. to Key Investment Services LLC
left May 7, 2026, registered May 28, 2026 (21 days) · Other
M&T Securities, Inc. to Wilmington Trust Investment Advisors, Inc.
left Dec 23, 2021, registered Jan 10, 2023 (383 days) · Other
LPL Financial LLC to M&T Securities, Inc.
left Feb 23, 2018, registered Apr 4, 2018 (40 days) · Other
Wall Street Financial Group, Inc to LPL Financial LLC
left May 19, 2016, registered Jan 5, 2017 (231 days) · Other

Signals

Camilla B Merrick left Wilmington Trust Investment Advisors, Inc. for Key Investment Services Llc (registered 2026-05-28)
May 7, 2026 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Broker-dealer affiliated wealth managerderived
Years in industry: 35derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address