Advisor moves

Departures from Key Investment Services LLC

599 moves
AdvisorFromToTypeLeftRegistered
Michael Stephen FrazierKey Investment Services LLC otherUsaa Financial Planning Services no RAUMOtherJan 22, 2010Feb 18, 2010
Tyson Carl FrerkingKey Investment Services LLC otherTd Ameritrade Investment Management, LLC otherOtherNov 11, 2009Sep 1, 2010 (294 d)
Shaun Christopher WeyerKey Investment Services LLC otherNatcity Investments, Inc. unclassifiedOtherAug 25, 2009Sep 4, 2009
Andrew Michael LawrenceKey Investment Services LLC otherU.S. Bancorp Investments, Inc. otherOtherJul 16, 2009Aug 19, 2009 (34 d)
Lorie ReidKey Investment Services LLC otherFidelity Personal And Workplace Advisors BD affiliatedOtherMay 20, 2009Oct 11, 2022 (4892 d)
Cheryl L NodgeKey Investment Services LLC otherH.C.Meyer, Inc. unclassifiedOtherMay 20, 2009Apr 14, 2010 (329 d)
Nicholas Clauson GroseKey Investment Services LLC otherChase Investment Services Corp. otherOtherMay 20, 2009Jul 16, 2010 (422 d)
Gail Preble ConleyKey Investment Services LLC otherLPL Financial LLC otherOtherApr 17, 2009Jul 8, 2016 (2639 d)
Sage Hoovel KendallKey Investment Services LLC otherAddison Avenue Financial Partners, LLC unclassifiedOtherApr 7, 2009Jul 7, 2009 (91 d)
Michael Karl PankaskieKey Investment Services LLC otherAmeriprise Financial Services, LLC national BDOtherJan 14, 2009Nov 25, 2009 (315 d)
James Cassell NickensKey Investment Services LLC otherMsh Capital Advisors LLC independent RIAOtherDec 31, 2008Mar 31, 2026 (6299 d)
Stephen John HrubyKey Investment Services LLC otherChase Investment Services Corp. otherOtherSep 2, 2008Jun 15, 2009 (286 d)
Lowell Thomas DiersKey Investment Services LLC otherWamu Investments, Inc. unclassifiedOtherJul 25, 2008Aug 1, 2008
Chad D ShuherkKey Investment Services LLC otherChase Investment Services Corp. otherOtherJun 12, 2008Jun 19, 2008
William Gordon TuttleKey Investment Services LLC otherWamu Investments, Inc. unclassifiedOtherJun 3, 2008Jun 5, 2008
Michelle Lynn WanlessKey Investment Services LLC otherWells Fargo Investments, LLC unclassifiedOtherMay 23, 2008Jun 5, 2008
Sam A ParailKey Investment Services LLC otherRonald Blue & Co., LLC otherOtherMay 16, 2008Jun 18, 2008 (33 d)
Ross Stuart EngKey Investment Services LLC otherWells Fargo Advisors wirehouseOtherMay 12, 2008May 9, 2008
Eric W LordKey Investment Services LLC otherWells Fargo Investments, LLC unclassifiedOtherMay 12, 2008May 9, 2008
Lance Kenji NekotaKey Investment Services LLC otherWamu Investments, Inc. unclassifiedOtherApr 1, 2008Apr 8, 2008
Richard Miller NickersonKey Investment Services LLC otherLPL Financial LLC otherOtherMar 24, 2008Apr 10, 2008
Robert G FogartyKey Investment Services LLC otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherMar 4, 2008Nov 28, 2022 (5382 d)
Scott Joseph JimisonKey Investment Services LLC otherMsi Financial Services, Inc. otherOtherJan 28, 2008Dec 16, 2009 (688 d)
Colin Matthew LewisKey Investment Services LLC otherChase Investment Services Corp. otherOtherJan 25, 2008Jan 31, 2008
Kevin John WilliamsKey Investment Services LLC otherTd Ameritrade Investment Management, LLC otherOtherJan 2, 2008Jan 24, 2008
Matthew J MazzoneKey Investment Services LLC otherPrincipal Securities, Inc. BD affiliatedOtherDec 31, 2007Jun 30, 2021 (4930 d)
Shelly Ann ThomasKey Investment Services LLC otherUBS Financial Services Inc. wirehouseOtherNov 30, 2007Dec 7, 2007
Joshua David RochonKey Investment Services LLC otherEdward Jones national BDOtherNov 12, 2007Nov 16, 2009 (735 d)
Krysten Amie Overly-ArmourKey Investment Services LLC otherWoodbury Financial Services, Inc. otherOtherOct 26, 2007Oct 2, 2007
Christopher Michael ShinglerKey Investment Services LLC otherHsbc Securities (USA) Inc. otherOtherOct 4, 2007Dec 6, 2007 (63 d)
Seth Jerome GundersonKey Investment Services LLC otherWells Fargo Investments, LLC unclassifiedOtherSep 27, 2007Sep 27, 2007
Jennifer JohnstonKey Investment Services LLC otherWells Fargo Advisors wirehouseOtherSep 20, 2007Oct 5, 2007
Brooke Jayson BowermanKey Investment Services LLC otherSecurian Financial Services, Inc. otherOtherAug 23, 2007Oct 4, 2007 (42 d)
Kurt A. RoddyKey Investment Services LLC otherPaulson Investment Company, LLC otherOtherJul 25, 2007Oct 31, 2007 (98 d)
Alex W MorrisKey Investment Services LLC otherButler, Wick & Co., Inc. unclassifiedOtherJun 22, 2007Jul 3, 2007
Ryan D HarrisKey Investment Services LLC otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherJun 6, 2007Sep 15, 2009 (832 d)
Brett Erich LeonhardtKey Investment Services LLC otherWells Fargo Investments, LLC unclassifiedOtherMay 24, 2007Jul 3, 2007 (40 d)
Traci Jean DiblasioKey Investment Services LLC otherWells Fargo Advisors wirehouseOtherMay 9, 2007Oct 5, 2007 (149 d)
Joseph Scott MessingerKey Investment Services LLC otherEagle Strategies LLC otherOtherMar 23, 2007Jun 30, 2009 (830 d)
Karl ZimmermanKey Investment Services LLC otherPnc Wealth Management otherOtherFeb 9, 2007Feb 23, 2007
Kelly Lynn RylandKey Investment Services LLC otherSignator Financial Services, Inc. otherOtherFeb 9, 2007Apr 24, 2014 (2631 d)
Michael J RogersKey Investment Services LLC otherInvest Financial Corporation otherOtherJan 16, 2007Jan 24, 2007
Michael MiserKey Investment Services LLC otherOppenheimer & Co. Inc. otherOtherJan 12, 2007Jan 16, 2007
Charles Anthony TriagaKey Investment Services LLC otherIndependent Financial Partners BD affiliatedOtherDec 31, 2006Jun 6, 2021 (5271 d)
Brenda Laura Isabel MonkKey Investment Services LLC otherCadaret Grant & Co Inc BD affiliatedOtherDec 31, 2006May 4, 2021 (5238 d)
Laurence James SchnallKey Investment Services LLC otherCadaret Grant & Co Inc BD affiliatedOtherDec 31, 2006May 4, 2021 (5238 d)
Kenneth SouserKey Investment Services LLC otherJanney Montgomery Scott LLC otherOtherDec 31, 2006Sep 30, 2011 (1734 d)
Michael Freeman SheridanKey Investment Services LLC otherIndependent Financial Partners BD affiliatedOtherDec 31, 2006May 14, 2021 (5248 d)
Mark Anthony SayaKey Investment Services LLC otherCadaret Grant & Co Inc BD affiliatedOtherDec 31, 2006May 4, 2021 (5238 d)
Gregory PienkoszKey Investment Services LLC otherWells Fargo Advisors wirehouseOtherDec 31, 2006Jul 27, 2021 (5322 d)
Christopher Scott NoechelKey Investment Services LLC otherFlexible Plan Investments Ltd independent RIAOtherDec 31, 2006Feb 27, 2020 (4806 d)
To Hun PakKey Investment Services LLC otherCitigroup Global Markets Inc. otherOtherNov 21, 2006Apr 5, 2007 (135 d)
Coleen C ParadissisKey Investment Services LLC otherHuntington Financial Advisors otherOtherNov 21, 2006Jan 12, 2007 (52 d)
John Patrick CuddihyKey Investment Services LLC otherHsbc Securities (USA) Inc. otherOtherOct 9, 2006Jun 20, 2007 (254 d)
David John TizekkerKey Investment Services LLC otherSimple Financial, LLC state registeredOtherSep 6, 2006Mar 27, 2025 (6777 d)
Michael Christopher PolacekKey Investment Services LLC otherCadaret Grant & Co Inc otherOtherJul 31, 2006Jul 9, 2008 (709 d)
Steven Joe HarrellKey Investment Services LLC otherCuso Financial Services, L.P. otherOtherJun 26, 2006Aug 3, 2006 (38 d)
Kimberly Ann BishKey Investment Services LLC otherKeybanc Capital Markets Inc. unclassifiedOtherFeb 14, 2006Feb 14, 2006
Jonathan Robert BroadbentKey Investment Services LLC otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherJan 18, 2006Jan 19, 2006
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