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.
Advisor moves
Departures from Key Investment Services LLC
A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| John Coltrane Landers | Key Investment Services LLC BD affiliated | Pnc Wealth Management BD affiliated | Affiliated broker-dealer or bank to another | Sep 3, 2026 | Sep 8, 2026 |
| Michael Timothy Grote | Key Investment Services LLC BD affiliated | J.P. Morgan Securities LLC wirehouse | Affiliated broker-dealer or bank to wirehouse | Sep 3, 2026 | Sep 16, 2026 |
| Brandon Bergert | Key Investment Services LLC BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Sep 3, 2026 | Aug 27, 2026 |
| Joan B Kaye | Key Investment Services LLC BD affiliated | Bison Wealth, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 25, 2026 | Aug 18, 2026 |
| Binfeng Hou | Key Investment Services LLC BD affiliated | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Affiliated broker-dealer or bank to wirehouse | Aug 25, 2026 | Sep 11, 2026 |
| Bryan Laube | Key Investment Services LLC BD affiliated | Alaska Wealth Advisors independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 19, 2026 | Sep 1, 2026 |
| Russell Lewis Hansen | Key Investment Services LLC BD affiliated | U.S. Bancorp Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | Aug 17, 2026 | Aug 10, 2026 |
| Jonathan Paul Fucci | Key Investment Services LLC BD affiliated | Osaic Wealth, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Aug 5, 2026 | Aug 3, 2026 |
| Sean Christian Hillis | Key Investment Services LLC BD affiliated | Edward Jones national BD | Affiliated broker-dealer or bank to another | Jul 29, 2026 | Jul 17, 2026 |
| George Marinelli | Key Investment Services LLC BD affiliated | Empower Advisory Group, LLC BD affiliated | Affiliated broker-dealer or bank to another | Jul 28, 2026 | Aug 6, 2026 |
| Richard Thomas Brady | Key Investment Services LLC BD affiliated | Cetera Investment Advisers LLC BD affiliated | Affiliated broker-dealer or bank to another | Jul 23, 2026 | Aug 28, 2026 (36 d) |
| Shane Alexander Bartle | Key Investment Services LLC BD affiliated | Vanguard Advisers, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Jul 23, 2026 | Aug 25, 2026 (33 d) |
| Nathan Kaman Gurchak | Key Investment Services LLC BD affiliated | Fortis Capital Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 6, 2026 | Jul 14, 2026 |
| Owen D M Goldenbogen | Key Investment Services LLC BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Jul 6, 2026 | Jul 6, 2026 |
| Jonathan Aaron Hileman | Key Investment Services LLC BD affiliated | Osaic Institutions, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Jun 30, 2026 | Jul 9, 2026 |
| Mark Anthony Krasienko | Key Investment Services LLC BD affiliated | J.P. Morgan Securities LLC wirehouse | Affiliated broker-dealer or bank to wirehouse | Jun 30, 2026 | Jul 9, 2026 |
| Sergio Miguel Corrente | Key Investment Services LLC BD affiliated | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Affiliated broker-dealer or bank to wirehouse | Jun 30, 2026 | Jul 28, 2026 |
| Daniel Auble | Key Investment Services LLC BD affiliated | Symphony Financial Services, Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 12, 2026 | Jun 7, 2026 |
| Christian R Moore | Key Investment Services LLC BD affiliated | U.S. Bancorp Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 11, 2026 | Jun 1, 2026 |
| Steven Deandre Mcclatchey | Key Investment Services LLC BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 10, 2026 | Jun 3, 2026 |
| Ashton John Guiltinan | Key Investment Services LLC BD affiliated | Altitude Capital Management LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 9, 2026 | Jun 5, 2026 |
| Brian Clifford | Key Investment Services LLC BD affiliated | Cetera Investment Advisers LLC BD affiliated | Affiliated broker-dealer or bank to another | May 29, 2026 | Jun 1, 2026 |
| Ajet Metaliaj | Key Investment Services LLC BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | May 19, 2026 | May 26, 2026 |
| Theresa Marie Bruce | Key Investment Services LLC BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | May 19, 2026 | Jun 5, 2026 |
| Caleb Robert David Boy | Key Investment Services LLC BD affiliated | Allegheny Financial Group independent RIA | Affiliated broker-dealer or bank to independent RIA | May 19, 2026 | May 28, 2026 |
| Dorothy Helen Whitman | Key Investment Services LLC BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | May 5, 2026 | Apr 28, 2026 |
| Cade Benjamin Buchanan | Key Investment Services LLC BD affiliated | Centura Wealth Advisory independent RIA | Affiliated broker-dealer or bank to independent RIA | May 4, 2026 | Jun 2, 2026 |
| Jozef Nicholas Kuzmkowski | Key Investment Services LLC BD affiliated | Courier Capital, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 30, 2026 | Jun 15, 2026 (46 d) |
| Travis Rey Fuller | Key Investment Services LLC BD affiliated | Osaic Wealth, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Apr 29, 2026 | Jun 17, 2026 (49 d) |
| Benjamin Walsh | Key Investment Services LLC BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Apr 29, 2026 | May 22, 2026 |
| Augustine Chukwuebuka Okoye | Key Investment Services LLC BD affiliated | Citizens Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Apr 14, 2026 | Apr 27, 2026 |
| Cameron Blake Mcmanus | Key Investment Services LLC BD affiliated | U.S. Bancorp Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | Apr 14, 2026 | Apr 7, 2026 |
| Jon Christian Marable | Key Investment Services LLC BD affiliated | Reframe Wealth, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 8, 2026 | Apr 22, 2026 |
| Harrison Frederick Fosnocht | Key Investment Services LLC BD affiliated | Citizens Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Apr 2, 2026 | Apr 14, 2026 |
| John William Slattery | Key Investment Services LLC BD affiliated | Arca Wealth, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 31, 2026 | Apr 2, 2026 |
| Carson L Holley | Key Investment Services LLC BD affiliated | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Affiliated broker-dealer or bank to wirehouse | Mar 19, 2026 | Apr 9, 2026 |
| Justin Russell | Key Investment Services LLC BD affiliated | Osaic Institutions, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Mar 11, 2026 | Mar 23, 2026 |
| Tyler Gramsz | Key Investment Services LLC BD affiliated | Pnc Wealth Management BD affiliated | Affiliated broker-dealer or bank to another | Mar 11, 2026 | Mar 20, 2026 |
| Adam Kim | Key Investment Services LLC BD affiliated | J.P. Morgan Securities LLC wirehouse | Affiliated broker-dealer or bank to wirehouse | Mar 3, 2026 | Mar 20, 2026 |
| Anna Vitale | Key Investment Services LLC BD affiliated | Wellspring Family Office independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 3, 2026 | Jul 17, 2026 (136 d) |
| Stephen J Royce | Key Investment Services LLC BD affiliated | Citizens Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Jan 28, 2026 | Jan 30, 2026 |
| Cheryl L Nodge | Key Investment Services LLC BD affiliated | Stratos Wealth Partners, Ltd BD affiliated | Affiliated broker-dealer or bank to another | Jan 26, 2026 | Jun 17, 2026 (142 d) |
| William George Whiteley | Key Investment Services LLC BD affiliated | LPL Enterprise, LLC BD affiliated | Affiliated broker-dealer or bank to another | Jan 14, 2026 | Sep 9, 2026 (238 d) |
| Alex Caratelli | Key Investment Services LLC BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Jan 2, 2026 | Jan 27, 2026 |
| Richard Nicholas Clemens | Key Investment Services LLC BD affiliated | Wells Fargo Advisors wirehouse | Affiliated broker-dealer or bank to wirehouse | Dec 22, 2025 | Jan 15, 2026 |
| Justin Michael Wainwright | Key Investment Services LLC BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Dec 16, 2025 | Feb 6, 2026 (52 d) |
| Thomas E Hobin | Key Investment Services LLC BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Dec 15, 2025 | Dec 12, 2025 |
| Jeffrey Scott Flamm | Key Investment Services LLC BD affiliated | Ameriprise Financial Services, LLC national BD | Affiliated broker-dealer or bank to another | Dec 5, 2025 | Dec 5, 2025 |
| Kevin Patrick Smith | Key Investment Services LLC BD affiliated | Ameriprise Financial Services, LLC national BD | Affiliated broker-dealer or bank to another | Dec 5, 2025 | Dec 5, 2025 |
| Gordon Pealock | Key Investment Services LLC BD affiliated | Wells Fargo Advisors wirehouse | Affiliated broker-dealer or bank to wirehouse | Nov 14, 2025 | Nov 13, 2025 |
| Ryan Patrick Voet | Key Investment Services LLC BD affiliated | Osaic Institutions, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Oct 27, 2025 | Oct 16, 2025 |
| Amanda Loiodice | Key Investment Services LLC BD affiliated | Charles Schwab & Co., Inc. national BD | Affiliated broker-dealer or bank to another | Oct 24, 2025 | Nov 13, 2025 |
| Clifford Louis Carpenter | Key Investment Services LLC BD affiliated | U.S. Bancorp Investments, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Oct 21, 2025 | Oct 22, 2025 |
| Devin Michael Mcgill | Key Investment Services LLC BD affiliated | Marshall + Sterling Wealth Advisors, Inc. mixed wealth | Affiliated broker-dealer or bank to independent RIA | Sep 30, 2025 | Jan 20, 2026 (112 d) |
| Chad Christopher Thompson | Key Investment Services LLC BD affiliated | J.P. Morgan Securities LLC wirehouse | Affiliated broker-dealer or bank to wirehouse | Sep 19, 2025 | Sep 29, 2025 |
| Joelle Elaine Cooke | Key Investment Services LLC BD affiliated | Morgan Stanley wirehouse | Affiliated broker-dealer or bank to wirehouse | Sep 9, 2025 | Oct 7, 2025 |
| Paul Nicholas Karabatsos | Key Investment Services LLC BD affiliated | International Assets Investment Management, LLC BD affiliated | Affiliated broker-dealer or bank to another | Sep 4, 2025 | Oct 16, 2025 (42 d) |
| Jeremy C Weemhoff | Key Investment Services LLC BD affiliated | U.S. Bancorp Investments, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Sep 3, 2025 | Aug 27, 2025 |
| Christopher Wayne Kwame Clarke | Key Investment Services LLC BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Sep 3, 2025 | Sep 4, 2025 |
| Jeffrey Maurice Range | Key Investment Services LLC BD affiliated | U.S. Bancorp Investments, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Aug 29, 2025 | Nov 24, 2025 (87 d) |
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599 moves match.