DFX Intelligence
Advisor moves
Arrivals at Key Investment Services LLC
A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Andrew Joseph Allender | LPL Enterprise, LLC BD affiliated | Key Investment Services LLC BD affiliated | Affiliated broker-dealer or bank to another | Oct 13, 2025 | Oct 21, 2025 |
| Jarrod Perry | Osaic Wealth, Inc. BD affiliated | Key Investment Services LLC BD affiliated | Affiliated broker-dealer or bank to another | Oct 8, 2025 | Nov 5, 2025 |
| Chase Porter Carroll | Goldman Sachs Wealth Services, L.P. BD affiliated | Key Investment Services LLC BD affiliated | Affiliated broker-dealer or bank to another | Oct 3, 2025 | Mar 27, 2026 (175 d) |
| Sherri Lett | LPL Enterprise, LLC BD affiliated | Key Investment Services LLC BD affiliated | Affiliated broker-dealer or bank to another | Oct 2, 2025 | Apr 15, 2026 (195 d) |
| Miriam M Edes | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Key Investment Services LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Sep 29, 2025 | Oct 27, 2025 |
| Charles Carl Scrattish | Huntington Financial Advisors BD affiliated | Key Investment Services LLC BD affiliated | Affiliated broker-dealer or bank to another | Sep 22, 2025 | Oct 2, 2025 |
| Wesley Minton | State Farm Investment Management Corp. asset manager | Key Investment Services LLC BD affiliated | Other | Sep 18, 2025 | Oct 1, 2025 |
| Liqin Song | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Key Investment Services LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Sep 17, 2025 | Oct 10, 2025 |
| Nicholas Oskowski | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Key Investment Services LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Sep 11, 2025 | Jan 9, 2026 (120 d) |
| Amer Tipura | MML Investors Services, LLC BD affiliated | Key Investment Services LLC BD affiliated | Affiliated broker-dealer or bank to another | Sep 8, 2025 | Dec 18, 2025 (101 d) |
| Joel A Wozny | W&S Brokerage Services, Inc. BD affiliated | Key Investment Services LLC BD affiliated | Affiliated broker-dealer or bank to another | Sep 2, 2025 | Sep 11, 2025 |
| Elizabeth Erin Davis | LPL Enterprise, LLC BD affiliated | Key Investment Services LLC BD affiliated | Affiliated broker-dealer or bank to another | Aug 27, 2025 | Aug 29, 2025 |
| Dillon Kanhalikham | Coppell Advisory Solutions LLC independent RIA | Key Investment Services LLC BD affiliated | RIA to affiliated broker-dealer or bank | Aug 25, 2025 | Feb 19, 2026 (178 d) |
| Kimberly Dolson Gustafson | On Investment Management Co BD affiliated | Key Investment Services LLC BD affiliated | Affiliated broker-dealer or bank to another | Aug 22, 2025 | Aug 26, 2025 |
| Michael August Malatesta | MML Investors Services, LLC BD affiliated | Key Investment Services LLC BD affiliated | Affiliated broker-dealer or bank to another | Aug 22, 2025 | Oct 3, 2025 (42 d) |
| James Richard Plantholt | Raymond James Financial Services Advisors, Inc BD affiliated | Key Investment Services LLC BD affiliated | Affiliated broker-dealer or bank to another | Aug 13, 2025 | Jan 22, 2026 (162 d) |
| Kristina L Simpson | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Key Investment Services LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Aug 1, 2025 | Aug 4, 2025 |
| James Phoenix Matthews | W&S Brokerage Services, Inc. BD affiliated | Key Investment Services LLC BD affiliated | Affiliated broker-dealer or bank to another | Jul 31, 2025 | Aug 4, 2025 |
| Devin Michael Mcgill | Cetera Investment Advisers LLC BD affiliated | Key Investment Services LLC BD affiliated | Affiliated broker-dealer or bank to another | Jul 28, 2025 | Aug 8, 2025 |
| Angela C Davis | Oneamerica Securities, Inc. BD affiliated | Key Investment Services LLC BD affiliated | Affiliated broker-dealer or bank to another | Jul 16, 2025 | Aug 19, 2025 (34 d) |
| Daniel Joseph Mcnelis | J.P. Morgan Securities LLC wirehouse | Key Investment Services LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jul 11, 2025 | Sep 17, 2025 (68 d) |
| Mitchell Williams | Equitable Advisors, LLC national BD | Key Investment Services LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 17, 2025 | Oct 2, 2025 (107 d) |
| Michael Timothy Grote | J.P. Morgan Securities LLC wirehouse | Key Investment Services LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jun 15, 2025 | Jun 20, 2025 |
| Ryan Hartland | Pnc Wealth Management BD affiliated | Key Investment Services LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 12, 2025 | Jun 17, 2025 |
| Karl Walter Wollman | Pnc Wealth Management BD affiliated | Key Investment Services LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 6, 2025 | Jun 2, 2025 |
| Nathan Kaman Gurchak | Sentinel Pension Advisors, LLC. institutional | Key Investment Services LLC BD affiliated | Other | Jun 6, 2025 | Jul 8, 2025 (32 d) |
| Jordan Andrew Pankratz | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Key Investment Services LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jun 3, 2025 | Aug 8, 2025 (66 d) |
| Christopher Allen Przicina | T. Rowe Price Associates, Inc. asset manager | Key Investment Services LLC BD affiliated | Other | Jun 2, 2025 | Mar 31, 2026 (302 d) |
| Estella Lee Taylor-Greene | Advice And Planning Services BD affiliated | Key Investment Services LLC BD affiliated | Affiliated broker-dealer or bank to another | May 31, 2025 | Aug 22, 2025 (83 d) |
| Karim Shady | Fifth Third Securities, Inc. BD affiliated | Key Investment Services LLC BD affiliated | Affiliated broker-dealer or bank to another | May 30, 2025 | Jun 9, 2025 |
| Michael Craig Welch | Cadaret Grant & Co Inc BD affiliated | Key Investment Services LLC BD affiliated | Affiliated broker-dealer or bank to another | May 23, 2025 | Jun 4, 2025 |
| Pui San Reynolds | Edward Jones national BD | Key Investment Services LLC BD affiliated | Affiliated broker-dealer or bank to another | May 22, 2025 | Jun 10, 2025 |
| Thomas Robert Lott | MML Investors Services, LLC BD affiliated | Key Investment Services LLC BD affiliated | Affiliated broker-dealer or bank to another | May 20, 2025 | Jun 13, 2025 |
| Hunter Francis Fauci | LPL Financial LLC BD affiliated | Key Investment Services LLC BD affiliated | Affiliated broker-dealer or bank to another | May 16, 2025 | May 14, 2025 |
| Sierra Marne Walley | Wells Fargo Advisors wirehouse | Key Investment Services LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | May 2, 2025 | Oct 17, 2025 (168 d) |
| Jenna Marie Gordon | Huntington Financial Advisors BD affiliated | Key Investment Services LLC BD affiliated | Affiliated broker-dealer or bank to another | Apr 28, 2025 | Apr 23, 2025 |
| David Keith Riffe | Mercer Global Advisors Inc. independent RIA | Key Investment Services LLC BD affiliated | RIA to affiliated broker-dealer or bank | Apr 21, 2025 | Sep 29, 2025 (161 d) |
| Ernesto Smith Fernandez | Equitable Advisors, LLC national BD | Key Investment Services LLC BD affiliated | Affiliated broker-dealer or bank to another | Apr 21, 2025 | May 5, 2025 |
| Colleen Marie Shelly | Raymond James Financial Services Advisors, Inc BD affiliated | Key Investment Services LLC BD affiliated | Affiliated broker-dealer or bank to another | Apr 15, 2025 | Jun 17, 2025 (63 d) |
| Chinh Td Nguyen | Raymond James Financial Services Advisors, Inc BD affiliated | Key Investment Services LLC BD affiliated | Affiliated broker-dealer or bank to another | Apr 9, 2025 | May 1, 2025 |
| Yuliya Obshtyr Hemerlein | J.P. Morgan Securities LLC wirehouse | Key Investment Services LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Apr 3, 2025 | May 12, 2025 (39 d) |
| Thomas C. Murphy | J.P. Morgan Securities LLC wirehouse | Key Investment Services LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Mar 27, 2025 | Jun 4, 2025 (69 d) |
| Karen Nys | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Key Investment Services LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Mar 26, 2025 | Oct 31, 2025 (219 d) |
| Brad M Wilk | J.P. Morgan Securities LLC wirehouse | Key Investment Services LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Mar 12, 2025 | Mar 20, 2025 |
| Mykel S Haney | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Key Investment Services LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Mar 3, 2025 | Mar 18, 2025 |
| Jesse Leonardo | LPL Financial LLC BD affiliated | Key Investment Services LLC BD affiliated | Affiliated broker-dealer or bank to another | Feb 20, 2025 | Feb 10, 2025 |
| Sean Kenneth Allen | Wells Fargo Advisors wirehouse | Key Investment Services LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jan 31, 2025 | Jan 5, 2026 (339 d) |
| Christopher James Demuesy | Thrivent Investment Management Inc. BD affiliated | Key Investment Services LLC BD affiliated | Affiliated broker-dealer or bank to another | Jan 31, 2025 | Feb 18, 2025 |
| Frederick Carl Jackson | Wells Fargo Advisors wirehouse | Key Investment Services LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jan 30, 2025 | Feb 11, 2026 (377 d) |
| Paul Taylor | Pnc Wealth Management BD affiliated | Key Investment Services LLC BD affiliated | Affiliated broker-dealer or bank to another | Jan 14, 2025 | Jan 23, 2025 |
| Tyler Gramsz | Equitable Advisors, LLC national BD | Key Investment Services LLC BD affiliated | Affiliated broker-dealer or bank to another | Jan 3, 2025 | Jan 14, 2025 |
| George Marinelli | Fisher Investments independent RIA | Key Investment Services LLC BD affiliated | RIA to affiliated broker-dealer or bank | Dec 19, 2024 | Feb 20, 2025 (63 d) |
| Joshua Wagner | LPL Enterprise, LLC no RAUM | Key Investment Services LLC BD affiliated | Other | Dec 11, 2024 | Dec 10, 2024 |
| Augustine Chukwuebuka Okoye | Rockefeller Capital Management BD affiliated | Key Investment Services LLC BD affiliated | Affiliated broker-dealer or bank to another | Dec 9, 2024 | Jan 30, 2025 (52 d) |
| Cole Jonathan Mattson | Equitable Advisors, LLC national BD | Key Investment Services LLC BD affiliated | Affiliated broker-dealer or bank to another | Dec 9, 2024 | Feb 28, 2025 (81 d) |
| Sarah Ann Alexander | Fidelity Personal And Workplace Advisors BD affiliated | Key Investment Services LLC BD affiliated | Affiliated broker-dealer or bank to another | Dec 4, 2024 | Dec 17, 2024 |
| John Muterspaw | Fidelity Personal And Workplace Advisors BD affiliated | Key Investment Services LLC BD affiliated | Affiliated broker-dealer or bank to another | Nov 25, 2024 | Aug 28, 2025 (276 d) |
| Zaire Keyes | J.P. Morgan Securities LLC wirehouse | Key Investment Services LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Nov 19, 2024 | Dec 18, 2024 |
| Matthew Joseph Siegel | Equitable Advisors, LLC national BD | Key Investment Services LLC BD affiliated | Affiliated broker-dealer or bank to another | Nov 14, 2024 | Jan 7, 2025 (54 d) |
| Travis Rey Fuller | Fidelity Personal And Workplace Advisors BD affiliated | Key Investment Services LLC BD affiliated | Affiliated broker-dealer or bank to another | Nov 12, 2024 | Jan 8, 2025 (57 d) |
750 moves match.