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

Charles Carl Scrattish

Key Investment Services LLCBD affiliatedWestlake, Oh dual registrantIAPD 2560950

Feed of 09/15/2026

At current firm

0 y

since Oct 2, 2025

In the industry

23 y

since Dec 6, 2002 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

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 Oct 2, 2025 · Brooklyn, Oh
Huntington Financial Advisors BD affiliated
Feb 1, 2017 to Sep 22, 2025 · Canton, Oh
LPL Financial LLC BD affiliated
Sep 18, 2013 to Feb 1, 2017 · Canton, Oh
Firstmerit Advisors, Inc. unclassified
Apr 30, 2010 to Sep 18, 2013 · Akron, Oh
Invest Financial Corporation former
Dec 5, 2005 to Jan 22, 2010 · Akron, Oh
Valic Financial Advisors, Inc. BD affiliated
Oct 28, 2005 to Nov 23, 2005 · Independence, Oh
LPL Financial LLC BD affiliated
Oct 22, 2003 to Apr 28, 2005 · Canton, Oh
Tower Square Securities, Inc. former
Mar 10, 2003 to Sep 26, 2003 · Littleton, Nh
Banc One Securities Corporation unclassified
Jan 14, 2003 to Mar 10, 2003 · Akron, Oh

Moves

a registration end followed by a registration begin elsewhere

Huntington Financial Advisors to Key Investment Services LLC
left Sep 22, 2025, registered Oct 2, 2025 (10 days) · Affiliated broker-dealer or bank to another
LPL Financial LLC to Huntington Financial Advisors
left Feb 1, 2017, registered Feb 1, 2017 (0 days) · corporate re-registration, not a move
Firstmerit Advisors, Inc. to LPL Financial LLC
left Sep 18, 2013, registered Sep 18, 2013 (0 days) · corporate re-registration, not a move
Invest Financial Corporation to Firstmerit Advisors, Inc.
left Jan 22, 2010, registered Apr 30, 2010 (98 days) · Other
Valic Financial Advisors, Inc. to Invest Financial Corporation
left Nov 23, 2005, registered Dec 5, 2005 (12 days) · Other
LPL Financial LLC to Valic Financial Advisors, Inc.
left Apr 28, 2005, registered Oct 28, 2005 (183 days) · Other
Tower Square Securities, Inc. to LPL Financial LLC
left Sep 26, 2003, registered Oct 22, 2003 (26 days) · Other
Banc One Securities Corporation to Tower Square Securities, Inc.
left Mar 10, 2003, registered Mar 10, 2003 (0 days) · Other

Signals

Charles Carl Scrattish left Huntington Financial Advisors for Key Investment Services Llc (registered 2025-10-02)
Sep 22, 2025 · 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: 23derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address