Advisor moves

Arrivals at Key Investment Services LLC

750 moves
AdvisorFromToTypeLeftRegistered
William Nephi AllenUBS Financial Services Inc. wirehouseKey Investment Services LLC otherOtherNov 7, 2008Nov 5, 2008
Ann Christina DurhamWamu Investments, Inc. unclassifiedKey Investment Services LLC otherOtherOct 21, 2008Oct 23, 2008
Edward Thomas ReiserIcon Advisers, Inc. otherKey Investment Services LLC otherOtherOct 8, 2008Jul 7, 2011 (1002 d)
Jason Eric CarlsonEquitable Advisors, LLC national BDKey Investment Services LLC otherOtherAug 26, 2008Apr 10, 2017 (3149 d)
Jeffrey Scott FlammFifth Third Securities, Inc. otherKey Investment Services LLC otherOtherAug 15, 2008Aug 7, 2008
Therese Illeene MisnerCitigroup Global Markets Inc. otherKey Investment Services LLC otherOtherAug 14, 2008Sep 2, 2008
Brandon Matthew KaneChase Investment Services Corp. otherKey Investment Services LLC otherOtherAug 14, 2008Aug 15, 2008
Lori KahnAmeriprise Advisor Services, Inc. unclassifiedKey Investment Services LLC otherOtherAug 13, 2008Sep 8, 2008
Gregory Scott LuttermanChase Investment Services Corp. otherKey Investment Services LLC otherOtherAug 1, 2008Aug 6, 2008
Robert Charles FriesMorgan Stanley & Co. LLC unclassifiedKey Investment Services LLC otherOtherJul 2, 2008Jul 8, 2008
Greg EmmackThrivent Investment Management Inc. otherKey Investment Services LLC otherOtherJun 26, 2008Jun 25, 2008
Tyson Carl FrerkingWaddell & Reed otherKey Investment Services LLC otherOtherJun 23, 2008Jun 26, 2008
Trenton SchraderWells Fargo Advisors wirehouseKey Investment Services LLC otherOtherMay 19, 2008Mar 25, 2010 (675 d)
Philip Ralph StireMcginn, Smith Advisors LLC unclassifiedKey Investment Services LLC BD affiliatedOtherMay 12, 2008Mar 26, 2021 (4701 d)
Andrew T. WilsonChase Investment Services Corp. otherKey Investment Services LLC otherOtherApr 30, 2008May 14, 2008
Eric Thomas SaddlerKiplinger Wealth Advisors independent RIAKey Investment Services LLC otherOtherMar 4, 2008Mar 4, 2008
Chad D ShuherkEdward Jones national BDKey Investment Services LLC otherOtherFeb 29, 2008Mar 31, 2008 (31 d)
David L BallantyneHuntington Financial Advisors otherKey Investment Services LLC otherOtherJan 23, 2008Mar 14, 2008 (51 d)
Kenneth Herman BurrFifth Third Securities, Inc. otherKey Investment Services LLC otherOtherJan 11, 2008Jan 17, 2008
Stephen Michael MitolaCitizens Securities, Inc. otherKey Investment Services LLC BD affiliatedOtherJan 4, 2008Mar 26, 2021 (4830 d)
Jodi Felice ShermanHsbc Securities (USA) Inc. otherKey Investment Services LLC BD affiliatedOtherDec 31, 2007Mar 26, 2021 (4834 d)
Sol H ChalhoubMML Investors Services, LLC otherKey Investment Services LLC otherOtherDec 4, 2007Dec 7, 2007
Joseph L WilliamsNatcity Investments, Inc. unclassifiedKey Investment Services LLC otherOtherNov 20, 2007Nov 27, 2007
Michael Karl PankaskieAmeriprise Advisor Services, Inc. unclassifiedKey Investment Services LLC otherOtherNov 1, 2007Nov 8, 2007
Sage Hoovel KendallMorgan Stanley & Co. LLC unclassifiedKey Investment Services LLC otherOtherOct 5, 2007Oct 25, 2007
Steven David ValeEdward Jones national BDKey Investment Services LLC otherOtherMay 7, 2007May 10, 2007
Dawn Kimberly MullenaxOsaic Wealth, Inc. otherKey Investment Services LLC otherOtherMay 3, 2007Sep 28, 2012 (1975 d)
Kathryn Lee KelleyEagle Strategies LLC otherKey Investment Services LLC otherOtherApr 27, 2007Apr 27, 2007
Shaun Christopher WeyerHuntington Financial Advisors otherKey Investment Services LLC otherOtherApr 10, 2007Jul 26, 2007 (107 d)
Paul Nicholas KarabatsosInvest Financial Corporation otherKey Investment Services LLC otherOtherApr 4, 2007May 10, 2007 (36 d)
Bonnie Marie AddisonBanc Of America Investment Services, Inc. unclassifiedKey Investment Services LLC BD affiliatedOtherMar 19, 2007Dec 3, 2020 (5008 d)
Jennifer JohnstonBanc Of America Investment Services, Inc. unclassifiedKey Investment Services LLC otherOtherMar 7, 2007Mar 23, 2007
Chase Rolland MunozWells Fargo Investments, LLC unclassifiedKey Investment Services LLC otherOtherMar 6, 2007Jun 26, 2007 (112 d)
Douglas Alan BurnsKeybanc Capital Markets Inc. unclassifiedKey Investment Services LLC otherOtherFeb 16, 2007Sep 10, 2007 (206 d)
Gail Preble ConleyKeybanc Capital Markets Inc. unclassifiedKey Investment Services LLC otherOtherFeb 15, 2007May 30, 2007 (104 d)
Stephen John HrubyAmeriprise Financial Services, LLC national BDKey Investment Services LLC otherOtherJan 25, 2007Mar 19, 2007 (53 d)
Debbie L RowlandsChase Investment Services Corp. otherKey Investment Services LLC otherOtherJan 9, 2007Jan 19, 2007
Scott Joseph JimisonNatcity Investments, Inc. unclassifiedKey Investment Services LLC otherOtherDec 19, 2006Dec 18, 2006
Richard Miller NickersonBangor Securities, Inc. unclassifiedKey Investment Services LLC otherOtherDec 1, 2006Dec 8, 2006
Jeffrey Kenneth MillerKeybanc Capital Markets Inc. unclassifiedKey Investment Services LLC otherOtherNov 21, 2006Apr 4, 2008 (500 d)
Kevin Raymond ZellersAmeriprise Advisor Services, Inc. unclassifiedKey Investment Services LLC otherOtherNov 7, 2006Nov 6, 2006
Ryan D HarrisAmeriprise Financial Services, LLC national BDKey Investment Services LLC otherOtherNov 6, 2006Jan 19, 2007 (74 d)
Mark Andrew WilliamsonMorgan Stanley Dw Inc. unclassifiedKey Investment Services LLC BD affiliatedOtherOct 2, 2006Sep 1, 2020 (5083 d)
Andrew Kent ToolsonCharles Schwab & Co., Inc. national BDKey Investment Services LLC otherOtherAug 14, 2006Feb 17, 2009 (918 d)
Joseph Scott MessingerEquitable Advisors, LLC national BDKey Investment Services LLC otherOtherAug 2, 2006Aug 4, 2006
Kevin John WilliamsShelgren Financial Group, Inc. unclassifiedKey Investment Services LLC otherOtherJul 27, 2006May 11, 2006
Kimberly Ann BishKeybanc Capital Markets Inc. unclassifiedKey Investment Services LLC otherOtherJun 13, 2006Mar 20, 2015 (3202 d)
Alan Gene FullenkampEquitable Advisors, LLC national BDKey Investment Services LLC otherOtherJun 5, 2006Jun 5, 2006
Kenneth Michael WachtendorfKeybanc Capital Markets Inc. unclassifiedKey Investment Services LLC otherOtherMay 3, 2006May 31, 2006
Joshua David RochonMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseKey Investment Services LLC otherOtherMay 2, 2006Jun 9, 2006 (38 d)
Mark Anthony SayaKeybanc Capital Markets Inc. unclassifiedKey Investment Services LLC otherOtherApr 19, 2006Apr 17, 2006
Lance Kenji NekotaU.S. Bancorp Investments, Inc. otherKey Investment Services LLC otherOtherApr 12, 2006Apr 19, 2006
Sheila Sosnowy MenairBanc Of America Investment Services, Inc. unclassifiedKey Investment Services LLC otherOtherApr 5, 2006Apr 26, 2006
Andrew Michael LawrenceMsi Financial Services, Inc. otherKey Investment Services LLC otherOtherMar 24, 2006Apr 25, 2006 (32 d)
Sam A ParailAmeriprise Financial Services, LLC national BDKey Investment Services LLC otherOtherMar 23, 2006Mar 16, 2006
David Paul CizmadiaCitigroup Global Markets Inc. otherKey Investment Services LLC otherOtherFeb 10, 2006Feb 7, 2006
Steven Dale Franco-RossBanc Of America Investment Services, Inc. unclassifiedKey Investment Services LLC otherOtherFeb 2, 2006Apr 23, 2013 (2637 d)
Brooke Jayson BowermanNatcity Investments, Inc. unclassifiedKey Investment Services LLC otherOtherJan 30, 2006Mar 21, 2006 (50 d)
Charlene Brehaut StearnsBanc Of America Investment Services, Inc. unclassifiedKey Investment Services LLC otherOtherJan 26, 2006Feb 3, 2006
Cynthia Sue SwitalskiKeybanc Capital Markets Inc. unclassifiedKey Investment Services LLC otherOtherJan 18, 2006Mar 15, 2017 (4074 d)
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