Advisor moves

Departures from Key Investment Services LLC

599 moves
AdvisorFromToTypeLeftRegistered
Shelly Ann ThomasKey Investment Services LLC otherJ.P. Morgan Securities LLC wirehouseOtherOct 13, 2016Oct 4, 2016
Michael William SimonianKey Investment Services LLC otherCetera Investment Advisers LLC otherOtherOct 3, 2016Oct 10, 2016
Justin M BinionKey Investment Services LLC otherWells Fargo Advisors wirehouseOtherSep 30, 2016Oct 5, 2016
Charles GarlockKey Investment Services LLC otherHsbc Securities (USA) Inc. otherOtherSep 30, 2016Jun 22, 2017 (265 d)
Kevin Francis SullivanKey Investment Services LLC otherLPL Financial LLC otherOtherSep 22, 2016Sep 27, 2016
Ryan J AlderferKey Investment Services LLC otherBoone Wealth Advisors, LLC otherOtherSep 15, 2016Oct 17, 2016 (32 d)
Trevor LooneyKey Investment Services LLC otherAmeriprise Financial Services, LLC national BDOtherAug 15, 2016Sep 14, 2016
Eric W WilsonKey Investment Services LLC otherU.S. Bancorp Advisors, LLC otherOtherJun 21, 2016Jun 22, 2016
Sergei Borisovich VassilenkoKey Investment Services LLC otherRaymond James Financial Services Advisors, Inc otherOtherJun 3, 2016Jun 17, 2016
Matthew NutterKey Investment Services LLC otherPnc Wealth Management otherOtherApr 18, 2016May 13, 2016
Ryan Sean WilletteKey Investment Services LLC otherMorgan Stanley wirehouseOtherApr 7, 2016Apr 11, 2016
Jeremy Lee GuayKey Investment Services LLC otherWells Fargo Advisors wirehouseOtherApr 5, 2016Apr 5, 2016
Anthony Joseph NighKey Investment Services LLC otherPnc Wealth Management otherOtherMar 9, 2016Mar 11, 2016
Denise Marie KohlerKey Investment Services LLC otherWells Fargo Advisors wirehouseOtherFeb 26, 2016Feb 26, 2016
Michael Kent ThompsonKey Investment Services LLC otherCuso Financial Services, L.P. otherOtherFeb 23, 2016Feb 23, 2016
Brooks W StevensKey Investment Services LLC otherLPL Financial LLC otherOtherFeb 5, 2016Feb 4, 2016
John L KnightKey Investment Services LLC otherLamberson Knight Wealth Management LLC state registeredOtherJan 20, 2016May 15, 2026 (3768 d)
Donna PantonKey Investment Services LLC otherCuso Financial Services, L.P. otherOtherJan 11, 2016Mar 7, 2016 (56 d)
Gary Anthony KozeeKey Investment Services LLC otherLPL Financial LLC otherOtherJan 5, 2016Jan 5, 2016
Todd Douglas MiccicheKey Investment Services LLC otherCuna Brokerage Services, Inc. otherOtherDec 15, 2015Dec 18, 2015
Steven Dale GabrielKey Investment Services LLC otherBancwest Investment Services, Inc. (Bwis) otherOtherDec 4, 2015Dec 12, 2015
Trevor Bruce HansonKey Investment Services LLC otherLPL Financial LLC otherOtherNov 11, 2015Nov 12, 2015
Katherine KingKey Investment Services LLC otherLPL Financial LLC otherOtherNov 11, 2015Nov 23, 2015
Jonathan Bennion SpencerKey Investment Services LLC otherLPL Financial LLC otherOtherOct 12, 2015Oct 13, 2015
Timothy PesterKey Investment Services LLC otherWells Fargo Advisors wirehouseOtherAug 11, 2015Aug 11, 2015
Joseph S LeedomKey Investment Services LLC otherWells Fargo Advisors wirehouseOtherJul 31, 2015Jul 31, 2015
Dawn Kimberly MullenaxKey Investment Services LLC otherCitizens Securities, Inc. otherOtherJun 23, 2015Jul 6, 2015
Christopher Michael HerrmannKey Investment Services LLC otherVertical Wealth, LLC state registeredOtherMay 19, 2015May 4, 2016 (351 d)
Kurt SchaeferKey Investment Services LLC otherPeople'S Securities, Inc. otherOtherNov 25, 2014Dec 4, 2014
Lane Ryan SteelKey Investment Services LLC otherWells Fargo Advisors wirehouseOtherSep 25, 2014Sep 25, 2014
Brad Robert CourtneyKey Investment Services LLC otherWells Fargo Advisors wirehouseOtherAug 28, 2014Aug 28, 2014
Richard K DysonKey Investment Services LLC otherJ.P. Morgan Securities LLC wirehouseOtherJul 18, 2014Jul 29, 2014
James Brent CraigKey Investment Services LLC otherJ.P. Morgan Securities LLC wirehouseOtherJun 4, 2014Jun 16, 2014
Sara Ann O'NeilKey Investment Services LLC otherMorgan Stanley wirehouseOtherMay 2, 2014May 6, 2014
Jeffrey Kenneth MillerKey Investment Services LLC otherPnc Wealth Management otherOtherMay 2, 2014May 14, 2014
Brian Quinn ColemanKey Investment Services LLC otherM Holdings Securities, Inc. otherOtherMay 1, 2014Aug 26, 2014 (117 d)
Brian Shane JacobusKey Investment Services LLC otherFinancial Advocates Investment Management otherOtherApr 23, 2014Apr 25, 2014
Gerald Weeks MadsenKey Investment Services LLC otherLPL Financial LLC otherOtherApr 7, 2014Apr 11, 2014
David C KirchfeldKey Investment Services LLC otherLPL Financial LLC otherOtherJan 17, 2014Jan 17, 2014
Scott Michael WalkerKey Investment Services LLC otherPersonal Capital Advisors Corporation otherOtherJan 7, 2014Jan 15, 2014
Sheila Sosnowy MenairKey Investment Services LLC otherCommonwealth Financial Network national BDOtherJan 3, 2014Jan 2, 2014
Brent Arnold MoellerKey Investment Services LLC otherValic Financial Advisors, Inc. otherOtherDec 23, 2013Feb 24, 2014 (63 d)
Douglas Brent ArnellKey Investment Services LLC otherBancwest Investment Services, Inc. (Bwis) otherOtherDec 3, 2013Dec 9, 2013
Jason AndersenKey Investment Services LLC otherJ.P. Morgan Securities LLC wirehouseOtherNov 29, 2013Dec 5, 2013
William Robert JirousekKey Investment Services LLC otherCitizens Securities, Inc. otherOtherNov 18, 2013Nov 18, 2013
David L BallantyneKey Investment Services LLC otherCuso Financial Services, L.P. otherOtherNov 7, 2013Oct 28, 2013
David Paul DoaneKey Investment Services LLC otherEdward Jones national BDOtherOct 15, 2013Jan 13, 2014 (90 d)
Salvatore John DangeloKey Investment Services LLC otherLPL Financial LLC otherOtherAug 20, 2013Aug 16, 2013
Ann Christina DurhamKey Investment Services LLC otherPnc Wealth Management otherOtherAug 19, 2013Feb 25, 2015 (555 d)
Jeff OlbinaKey Investment Services LLC otherCuso Financial Services, L.P. otherOtherJul 2, 2013Jul 5, 2013
Jason Douglas MyersKey Investment Services LLC otherSignator Investors, Inc. otherOtherJun 26, 2013Oct 9, 2013 (105 d)
Tonya S. HutchisonKey Investment Services LLC otherHuntington Financial Advisors otherOtherJun 24, 2013Jul 1, 2013
Edward Francis PeroKey Investment Services LLC otherCitizens Securities, Inc. otherOtherJun 13, 2013Jun 18, 2013
Donald James PaulKey Investment Services LLC otherCetera Investment Services LLC otherOtherApr 25, 2013May 16, 2013
Steven David ValeKey Investment Services LLC otherFirstmerit Advisors, Inc. unclassifiedOtherApr 25, 2013Apr 29, 2013
Edward Thomas ReiserKey Investment Services LLC otherPnc Wealth Management otherOtherApr 1, 2013Apr 24, 2013
John David AndersonKey Investment Services LLC otherNational Planning Corporation ("Npc Of America" In Fl & Ny) otherOtherFeb 20, 2013Apr 12, 2013 (51 d)
Daniel Aaron NewmanKey Investment Services LLC otherNorthwestern Mutual Investment Services,LLC otherOtherJan 31, 2013Feb 20, 2013
Larry Todd WeberKey Investment Services LLC otherPnc Wealth Management otherOtherJan 30, 2013Apr 3, 2013 (63 d)
Christine Maria WardKey Investment Services LLC otherAmeriprise Financial Services, LLC national BDOtherDec 20, 2012Feb 11, 2013 (53 d)
Page 8 of 10PreviousNext