Advisor moves

Departures from Key Investment Services LLC

599 moves
AdvisorFromToTypeLeftRegistered
Scott VianoKey Investment Services LLC otherJ.P. Morgan Securities LLC wirehouseOtherDec 7, 2012Dec 11, 2012
Kathren Hsueh WillsKey Investment Services LLC otherRaymond James Financial Services Advisors, Inc otherOtherSep 5, 2012Sep 20, 2012
Derek Adam VanceKey Investment Services LLC otherThrivent Investment Management Inc. otherOtherSep 4, 2012Sep 5, 2012
Tasha Immacolata MaussKey Investment Services LLC otherU.S. Bancorp Advisors, LLC otherOtherAug 8, 2012Aug 20, 2012
Brian A StoneKey Investment Services LLC otherGreystone Financial Group, Inc. otherOtherJul 31, 2012Oct 14, 2013 (440 d)
Ronald Martin HydeKey Investment Services LLC otherLPL Financial LLC otherOtherJul 30, 2012Jul 27, 2012
Richard Kevin FrankKey Investment Services LLC otherWells Fargo Advisors wirehouseOtherJul 16, 2012Sep 18, 2013 (429 d)
Karl P CedarleafKey Investment Services LLC otherRaymond James & Associates, Inc. national BDOtherJul 16, 2012Jun 14, 2021 (3255 d)
Randall P. TrahanKey Investment Services LLC otherRaymond James & Associates, Inc. national BDOtherJul 16, 2012Jun 14, 2021 (3255 d)
Michael BergumKey Investment Services LLC otherAdvice And Planning Services otherOtherJul 16, 2012Sep 15, 2015 (1156 d)
Florencio Gilberto SandovalKey Investment Services LLC otherAllstate Financial Advisors, LLC no RAUMOtherJun 26, 2012Feb 5, 2013 (224 d)
Robert Michael LynchKey Investment Services LLC otherFirst National Capital Markets, Inc. otherOtherJun 25, 2012Jul 3, 2012
Eric Thomas SaddlerKey Investment Services LLC otherFifth Third Securities, Inc. otherOtherJun 11, 2012Jun 22, 2012
Nathaniel Aaron AbneyKey Investment Services LLC otherFifth Third Securities, Inc. otherOtherMay 7, 2012May 22, 2012
Matthew Roger WhiteKey Investment Services LLC otherJ.P. Morgan Securities LLC wirehouseOtherApr 9, 2012Nov 27, 2012 (232 d)
Kevin Raymond ZellersKey Investment Services LLC otherAmundi Pioneer Institutional Asset Management, Inc. otherOtherApr 3, 2012Apr 9, 2012
Benjamin Micah WenzelKey Investment Services LLC otherLPL Financial LLC otherOtherApr 2, 2012Mar 30, 2012
Therese Illeene MisnerKey Investment Services LLC otherCetera Investment Services LLC otherOtherFeb 21, 2012Jun 1, 2012 (101 d)
Michael D. MccubbinKey Investment Services LLC otherCharles Schwab & Co., Inc. national BDOtherFeb 8, 2012Sep 6, 2012 (211 d)
Kenneth Michael WachtendorfKey Investment Services LLC otherU.S. Bancorp Investments, Inc. otherOtherJan 24, 2012Feb 2, 2012
Melissa Shellhammer AikenKey Investment Services LLC otherValic Financial Advisors, Inc. otherOtherJan 5, 2012Feb 14, 2012 (40 d)
Michael Stephan MareKey Investment Services LLC otherNew England Securities Corporation otherOtherNov 17, 2011Jan 25, 2012 (69 d)
Joseph L WilliamsKey Investment Services LLC otherChase Investment Services Corp. otherOtherNov 4, 2011Nov 29, 2011
Jason Yong PangKey Investment Services LLC otherLPL Financial LLC otherOtherOct 14, 2011Oct 18, 2011
David GreenKey Investment Services LLC otherWells Fargo Advisors wirehouseOtherOct 12, 2011Oct 7, 2011
Kathryn Lee KelleyKey Investment Services LLC otherHuntington Financial Advisors otherOtherOct 5, 2011Oct 6, 2011
Kasha Brook MclemoreKey Investment Services LLC otherCuso Financial Services, L.P. otherOtherSep 21, 2011Oct 3, 2011
Tabrenia Lynn DavidsonKey Investment Services LLC otherBancwest Investment Services, Inc. (Bwis) otherOtherSep 16, 2011Sep 21, 2011
Heidi Eileen SpurlockKey Investment Services LLC otherChase Investment Services Corp. otherOtherSep 9, 2011Nov 17, 2011 (69 d)
Wendy Brokus MagnusonKey Investment Services LLC otherNorthwest Asset Management otherOtherSep 1, 2011Jul 20, 2012 (323 d)
Brent Robert BridenbackKey Investment Services LLC otherAmeriprise Financial Services, LLC national BDOtherAug 23, 2011Aug 19, 2011
Ray W NishikawaKey Investment Services LLC otherLPL Financial LLC otherOtherAug 8, 2011Aug 29, 2011
Emily Elizabeth FergusonKey Investment Services LLC other1st Global Advisors Inc otherOtherAug 5, 2011Apr 18, 2012 (257 d)
William Nephi AllenKey Investment Services LLC otherWells Fargo Advisors wirehouseOtherAug 1, 2011Aug 1, 2011
Sean Michael JonesKey Investment Services LLC otherWells Fargo Advisors wirehouseOtherJul 14, 2011Jul 13, 2011
Sol H ChalhoubKey Investment Services LLC otherWells Fargo Advisors wirehouseOtherMay 27, 2011Jun 1, 2011
Mary Lynn BoswayKey Investment Services LLC otherPnc Wealth Management otherOtherMay 6, 2011Oct 30, 2013 (908 d)
Andrew T. WilsonKey Investment Services LLC otherStrategic Advisers LLC national BDOtherMay 6, 2011Aug 27, 2025 (5227 d)
John E RoehmKey Investment Services LLC otherMML Investors Services, LLC BD affiliatedOtherMay 6, 2011Oct 8, 2025 (5269 d)
William Scott BeesonKey Investment Services LLC otherU.S. Bancorp Investments, Inc. otherOtherMay 2, 2011May 11, 2011
Maureen ElliottKey Investment Services LLC otherEdward Jones national BDOtherApr 29, 2011Sep 29, 2011 (153 d)
Jeffrey Lee HurstKey Investment Services LLC otherPnc Wealth Management otherOtherApr 15, 2011Jun 1, 2011 (47 d)
Gregory Scott LuttermanKey Investment Services LLC otherFifth Third Securities, Inc. otherOtherApr 4, 2011Apr 20, 2011
Kenneth KoKey Investment Services LLC otherLPL Financial LLC otherOtherFeb 16, 2011May 8, 2012 (447 d)
Greg EmmackKey Investment Services LLC otherPnc Wealth Management otherOtherFeb 7, 2011Feb 22, 2011
Kenneth Herman BurrKey Investment Services LLC otherFifth Third Securities, Inc. otherOtherJan 31, 2011Feb 8, 2011
Daniel Leon GuentherKey Investment Services LLC otherU.S. Bancorp Investments, Inc. otherOtherJan 20, 2011Feb 2, 2011
Jeffrey Scott FlammKey Investment Services LLC otherU.S. Bancorp Investments, Inc. otherOtherOct 18, 2010Oct 27, 2010
Brandon Matthew KaneKey Investment Services LLC otherWells Fargo Investments, LLC unclassifiedOtherOct 18, 2010Oct 15, 2010
Trevor Bruce HansonKey Investment Services LLC otherWells Fargo Investments, LLC unclassifiedOtherSep 1, 2010Sep 1, 2010
Janice Deann NicholsKey Investment Services LLC otherMorgan Stanley wirehouseOtherJul 12, 2010Feb 3, 2011 (206 d)
Trenton SchraderKey Investment Services LLC otherAssetmark, Inc. otherOtherJul 9, 2010Jan 11, 2011 (186 d)
Jason Michael MacherKey Investment Services LLC otherFifth Third Securities, Inc. otherOtherJul 9, 2010Jul 22, 2010
Lori KahnKey Investment Services LLC otherChase Investment Services Corp. otherOtherMay 3, 2010May 24, 2010
Cory Richard KozisekKey Investment Services LLC otherWells Fargo Investments, LLC unclassifiedOtherApr 9, 2010Apr 16, 2010
James Edward GraciaKey Investment Services LLC otherU.S. Bancorp Investments, Inc. otherOtherMar 29, 2010Mar 29, 2010
Jacob Daniel KleinKey Investment Services LLC otherInvest Financial Corporation otherOtherMar 23, 2010Mar 22, 2010
Laura JonesKey Investment Services LLC otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherFeb 26, 2010Mar 16, 2010
Andrew Kent ToolsonKey Investment Services LLC otherGirard Securities, Inc. otherOtherFeb 1, 2010Jan 25, 2012 (723 d)
Tyson Andrew FarmerKey Investment Services LLC otherU.S. Bancorp Investments, Inc. otherOtherJan 28, 2010Feb 3, 2010
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