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

Turkessa Amoah

Key Investment Services LLCBD affiliatedSyracuse, Ny dual registrantIAPD 6265631

Feed of 09/15/2026

Also filed as Turkessa Amoah

At current firm

0 y

since May 14, 2026

In the industry

12 y

since Oct 1, 2013 (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 May 14, 2026 · Brooklyn, Oh
Equitable Advisors, LLC national BD
Mar 7, 2025 to May 7, 2026 · Liverpool, Ny
Advice And Planning Services BD affiliated
Aug 24, 2022 to Jan 31, 2025 · Syracuse, Ny
Edward Jones national BD
Jul 1, 2022 to Aug 19, 2022 · Dewitt, Ny
Equitable Advisors, LLC national BD
Nov 19, 2014 to Jul 1, 2022 · Syracuse, Ny

Moves

a registration end followed by a registration begin elsewhere

Equitable Advisors, LLC to Key Investment Services LLC
left May 7, 2026, registered May 14, 2026 (7 days) · Affiliated broker-dealer or bank to another · moved with a team
Advice And Planning Services to Equitable Advisors, LLC
left Jan 31, 2025, registered Mar 7, 2025 (35 days) · Affiliated broker-dealer or bank to another
Edward Jones to Advice And Planning Services
left Aug 19, 2022, registered Aug 24, 2022 (5 days) · Affiliated broker-dealer or bank to another
Equitable Advisors, LLC to Edward Jones
left Jul 1, 2022, registered Jul 1, 2022 (0 days) · Affiliated broker-dealer or bank to another

Signals

Turkessa Amoah left Equitable Advisors, Llc for Key Investment Services Llc (registered 2026-05-14)
May 7, 2026 · Advisor changed firm · fact
Turkessa Amoah left Advice And Planning Services for Equitable Advisors, Llc (registered 2025-03-07)
Jan 31, 2025 · Advisor changed firm · fact
Turkessa Amoah left Edward Jones for Advice And Planning Services (registered 2022-08-24)
Aug 19, 2022 · Advisor changed firm · fact
Turkessa Amoah left Equitable Advisors, Llc for Edward Jones (registered 2022-07-01)
Jul 1, 2022 · 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: 12derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address