Advisor moves

Arrivals at Key Investment Services LLC

750 moves
AdvisorFromToTypeLeftRegistered
Cynthia Marie CiccottiValmark Advisers, Inc. otherKey Investment Services LLC otherOtherApr 23, 2014Jul 29, 2014 (97 d)
Joseph Lee HartHantz Financial Services, Inc. no RAUMKey Investment Services LLC otherOtherApr 10, 2014Apr 17, 2014
Remy DeangeloUBS Financial Services Inc. wirehouseKey Investment Services LLC otherOtherMar 6, 2014Mar 25, 2014
Jonathan Bennion SpencerWells Fargo Advisors wirehouseKey Investment Services LLC otherOtherMar 4, 2014Oct 7, 2014 (217 d)
Daniel Leon GuentherU.S. Bancorp Investments, Inc. otherKey Investment Services LLC otherOtherFeb 20, 2014Mar 3, 2014
Eric Leroy WoodfillHuntington Financial Advisors otherKey Investment Services LLC BD affiliatedOtherNov 22, 2013Nov 23, 2021 (2923 d)
Michael A PerrySignator Investors, Inc. otherKey Investment Services LLC otherOtherAug 15, 2013Sep 16, 2013 (32 d)
Matthew G MartinWells Fargo Advisors wirehouseKey Investment Services LLC otherOtherJul 16, 2013Oct 24, 2013 (100 d)
Christopher William HuntLPL Financial LLC otherKey Investment Services LLC BD affiliatedOtherJun 12, 2013Mar 26, 2021 (2844 d)
William Eric KernMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseKey Investment Services LLC otherOtherMay 17, 2013Sep 24, 2013 (130 d)
Ryan J AlderferMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseKey Investment Services LLC otherOtherApr 8, 2013Oct 4, 2013 (179 d)
Michael Kent ThompsonCetera Advisors LLC otherKey Investment Services LLC otherOtherMar 4, 2013Feb 28, 2013
Gary Anthony KozeePnc Wealth Management otherKey Investment Services LLC otherOtherMar 1, 2013May 6, 2013 (66 d)
Brian Quinn ColemanCetera Investment Services LLC otherKey Investment Services LLC otherOtherFeb 26, 2013Apr 3, 2013 (36 d)
Joseph S LeedomMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseKey Investment Services LLC otherOtherFeb 4, 2013Feb 6, 2013
Melissa L O'BrienM&T Securities, Inc. unclassifiedKey Investment Services LLC BD affiliatedOtherDec 10, 2012Mar 26, 2021 (3028 d)
David C KirchfeldMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseKey Investment Services LLC otherOtherDec 4, 2012Dec 3, 2012
John Patrick MiloU.S. Bancorp Investments, Inc. otherKey Investment Services LLC otherOtherDec 3, 2012Dec 4, 2012
Scott Wilson LombardoJ.P. Morgan Securities LLC wirehouseKey Investment Services LLC BD affiliatedWirehouse to affiliated broker-dealer or bankNov 1, 2012Mar 30, 2026 (4897 d)
Jeffrey Scott FlammU.S. Bancorp Investments, Inc. otherKey Investment Services LLC otherOtherOct 30, 2012Nov 1, 2012
William Robert JirousekMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseKey Investment Services LLC otherOtherSep 18, 2012Sep 19, 2012
Amber Rae PaulsenCitizens Securities, Inc. otherKey Investment Services LLC BD affiliatedOtherSep 11, 2012Mar 26, 2021 (3118 d)
Scott Wayne MilamHuntington Financial Advisors otherKey Investment Services LLC otherOtherSep 4, 2012Oct 27, 2015 (1148 d)
David Edward YoungmarkWells Fargo Advisors wirehouseKey Investment Services LLC BD affiliatedWirehouse to affiliated broker-dealer or bankAug 23, 2012Oct 28, 2021 (3353 d)
Scott Michael WalkerBok Financial Advisors otherKey Investment Services LLC otherOtherAug 15, 2012Aug 21, 2012
Neal GovernorChase Investment Services Corp. otherKey Investment Services LLC otherOtherAug 9, 2012Aug 7, 2012
John David AndersonNational Planning Corporation ("Npc Of America" In Fl & Ny) otherKey Investment Services LLC otherOtherJul 31, 2012Aug 1, 2012
Angela Kay Mitzel SaladisWells Fargo Advisors wirehouseKey Investment Services LLC otherOtherJul 17, 2012Jun 8, 2016 (1422 d)
Richard Kevin FrankHsbc Securities (USA) Inc. otherKey Investment Services LLC otherOtherJul 11, 2012Jul 11, 2012
Michael Patrick DonahueHsbc Securities (USA) Inc. otherKey Investment Services LLC BD affiliatedOtherJul 11, 2012Mar 26, 2021 (3180 d)
Maureen Oneill DowlingHsbc Securities (USA) Inc. otherKey Investment Services LLC BD affiliatedOtherJul 11, 2012Mar 26, 2021 (3180 d)
Sydia L CromerHsbc Securities (USA) Inc. otherKey Investment Services LLC BD affiliatedOtherJul 11, 2012Mar 26, 2021 (3180 d)
Ernesto Jesus BarceloHsbc Securities (USA) Inc. otherKey Investment Services LLC otherOtherJul 11, 2012Jul 11, 2012
Angelo Salvatore CiccarelliHsbc Securities (USA) Inc. otherKey Investment Services LLC BD affiliatedOtherJul 11, 2012May 9, 2021 (3224 d)
Karl P CedarleafHsbc Securities (USA) Inc. otherKey Investment Services LLC otherOtherJul 11, 2012Jul 11, 2012
Joseph W MitchellHsbc Securities (USA) Inc. otherKey Investment Services LLC BD affiliatedOtherJul 11, 2012Mar 26, 2021 (3180 d)
Randall P. TrahanHsbc Securities (USA) Inc. otherKey Investment Services LLC otherOtherJul 11, 2012Jul 11, 2012
Christopher Marshall WoodsHsbc Securities (USA) Inc. otherKey Investment Services LLC BD affiliatedOtherJul 11, 2012Mar 26, 2021 (3180 d)
Michael BergumHsbc Securities (USA) Inc. otherKey Investment Services LLC otherOtherJul 11, 2012Jul 11, 2012
Jordan M HonanHsbc Securities (USA) Inc. otherKey Investment Services LLC BD affiliatedOtherJul 11, 2012Mar 26, 2021 (3180 d)
Dan Craig MclaughlinU.S. Bancorp Investments, Inc. otherKey Investment Services LLC otherOtherJun 22, 2012Jul 2, 2012
Kenneth Herman BurrFifth Third Securities, Inc. otherKey Investment Services LLC otherOtherJun 21, 2012Jun 22, 2012
Ryan Sean WilletteMorgan Stanley wirehouseKey Investment Services LLC otherOtherJun 19, 2012Jul 9, 2015 (1115 d)
Callie J. JacobsPnc Wealth Management otherKey Investment Services LLC otherOtherJun 8, 2012Dec 12, 2016 (1648 d)
Kevin Raymond HanianEdward Jones national BDKey Investment Services LLC otherOtherMay 31, 2012Jul 10, 2012 (40 d)
Steven Christopher LovellPnc Wealth Management otherKey Investment Services LLC otherOtherMay 31, 2012Jul 29, 2015 (1154 d)
Emily Elizabeth Ferguson1st Global Advisors Inc otherKey Investment Services LLC otherOtherMay 29, 2012May 12, 2014 (713 d)
Brad Robert CourtneyEdward Jones national BDKey Investment Services LLC otherOtherMay 2, 2012Jul 23, 2012 (82 d)
Jeffrey Scott BeasleyPnc Wealth Management otherKey Investment Services LLC otherOtherApr 24, 2012Apr 25, 2012
Matthew I LevineUBS Financial Services Inc. wirehouseKey Investment Services LLC otherOtherMar 29, 2012Apr 12, 2012
Andrew Elliot BurnsAmeriprise Financial Services, LLC national BDKey Investment Services LLC otherOtherMar 27, 2012Mar 26, 2012
Daniel Aaron NewmanT. Rowe Price Advisory Services, Inc. no RAUMKey Investment Services LLC otherOtherMar 21, 2012Mar 19, 2012
Salvatore John DangeloHuntington Financial Advisors otherKey Investment Services LLC otherOtherMar 16, 2012Apr 9, 2012
Paul Alan BrazieWestminster Financial Advisory Corp otherKey Investment Services LLC otherOtherDec 31, 2011Dec 10, 2013 (710 d)
Derek Adam VanceAllstate Financial Advisors, LLC no RAUMKey Investment Services LLC otherOtherOct 6, 2011Nov 21, 2011 (46 d)
Heather Elizabeth HendersonSignator Financial Services, Inc. otherKey Investment Services LLC otherOtherOct 4, 2011Nov 9, 2011 (36 d)
Aaron Matthew NelsonMorgan Stanley wirehouseKey Investment Services LLC otherOtherSep 12, 2011May 6, 2013 (602 d)
Donna PantonEquitable Advisors, LLC national BDKey Investment Services LLC otherOtherAug 17, 2011Aug 11, 2011
Christopher Michael HerrmannDavid A. Noyes & Company otherKey Investment Services LLC otherOtherAug 1, 2011Sep 27, 2011 (57 d)
Jason Matthew TompkinsU.S. Bancorp Investments, Inc. otherKey Investment Services LLC otherOtherJul 1, 2011Jul 7, 2011
Page 10 of 13PreviousNext