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 |
|---|---|---|---|---|---|
| Kyle Adam Richards | Fidelity Personal And Workplace Advisors BD affiliated | Key Investment Services LLC BD affiliated | Affiliated broker-dealer or bank to another | Sep 18, 2023 | Feb 24, 2025 (525 d) |
| Derrel Kent | J.P. Morgan Securities LLC wirehouse | Key Investment Services LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Sep 17, 2023 | Sep 26, 2023 |
| Tyler Daniel Guarasci | LPL Financial LLC BD affiliated | Key Investment Services LLC BD affiliated | Affiliated broker-dealer or bank to another | Sep 14, 2023 | Sep 6, 2023 |
| Timothy Jude Smith | First Command Advisory Services BD affiliated | Key Investment Services LLC BD affiliated | Affiliated broker-dealer or bank to another | Sep 5, 2023 | Nov 2, 2023 (58 d) |
| Greg Robert Hildebrand | Advice And Planning Services BD affiliated | Key Investment Services LLC BD affiliated | Affiliated broker-dealer or bank to another | Sep 1, 2023 | Oct 5, 2023 (34 d) |
| Taylor King | Connecticut Wealth Management, LLC independent RIA | Key Investment Services LLC BD affiliated | RIA to affiliated broker-dealer or bank | Aug 16, 2023 | Jul 11, 2024 (330 d) |
| Rodney Brian Mott | LPL Financial LLC BD affiliated | Key Investment Services LLC BD affiliated | Affiliated broker-dealer or bank to another | Aug 2, 2023 | Aug 17, 2023 |
| Hyla Fahsholtz | Td Private Client Wealth LLC BD affiliated | Key Investment Services LLC BD affiliated | Affiliated broker-dealer or bank to another | Jul 20, 2023 | Oct 26, 2023 (98 d) |
| Chandler Maurice Groves | Imber Financial Group, LLC independent RIA | Key Investment Services LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jul 18, 2023 | Aug 20, 2023 (33 d) |
| Chad Bentz | J.P. Morgan Securities LLC wirehouse | Key Investment Services LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jul 15, 2023 | Jul 25, 2023 |
| Douglas Paul Crowl | Pnc Wealth Management BD affiliated | Key Investment Services LLC BD affiliated | Affiliated broker-dealer or bank to another | Jul 14, 2023 | Sep 8, 2023 (56 d) |
| Donald Lee Fitzsimmons | Bancwest Investment Services, Inc. (Bwis) BD affiliated | Key Investment Services LLC BD affiliated | Affiliated broker-dealer or bank to another | Jul 10, 2023 | Aug 28, 2023 (49 d) |
| Taylor Jay Sokolowsky | Fisher Investments independent RIA | Key Investment Services LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jun 27, 2023 | Nov 20, 2024 (512 d) |
| John Gaspa | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Key Investment Services LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jun 26, 2023 | Jun 27, 2023 |
| Justin Russell | Td Private Client Wealth LLC BD affiliated | Key Investment Services LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 16, 2023 | Oct 23, 2023 (129 d) |
| Kristian R. Carlson | Charles Schwab & Co., Inc. national BD | Key Investment Services LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 13, 2023 | Jun 12, 2023 |
| Stephen Arthur Jenkins | Sterling Manor Financial, LLC independent RIA | Key Investment Services LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jun 5, 2023 | Jan 22, 2024 (231 d) |
| Charles Eric Hill | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Key Investment Services LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | May 25, 2023 | Jun 7, 2023 |
| Charles Michael Law | Park Avenue Securities LLC BD affiliated | Key Investment Services LLC BD affiliated | Affiliated broker-dealer or bank to another | May 10, 2023 | May 1, 2023 |
| Thomas Martin Abramson | Hnp Capital LLC independent RIA | Key Investment Services LLC BD affiliated | RIA to affiliated broker-dealer or bank | May 9, 2023 | May 16, 2023 |
| Michael William Coffey | Citizens Securities, Inc. BD affiliated | Key Investment Services LLC BD affiliated | Affiliated broker-dealer or bank to another | May 1, 2023 | Apr 26, 2023 |
| Megan Dean Richter | U.S. Bancorp Investments, Inc. BD affiliated | Key Investment Services LLC BD affiliated | Affiliated broker-dealer or bank to another | Apr 27, 2023 | May 8, 2023 |
| Pieter Michael Burhans | J.P. Morgan Securities LLC wirehouse | Key Investment Services LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Apr 22, 2023 | Apr 24, 2023 |
| Brandi C Critchett | Advice And Planning Services BD affiliated | Key Investment Services LLC BD affiliated | Affiliated broker-dealer or bank to another | Apr 10, 2023 | Oct 30, 2023 (203 d) |
| Ernest E Cunningham | Ameriprise Financial Services, LLC national BD | Key Investment Services LLC BD affiliated | Affiliated broker-dealer or bank to another | Apr 10, 2023 | Apr 28, 2023 |
| Brian M Crandall | LPL Financial LLC BD affiliated | Key Investment Services LLC BD affiliated | Affiliated broker-dealer or bank to another | Apr 6, 2023 | Mar 31, 2023 |
| Mary E Zervos | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Key Investment Services LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Mar 29, 2023 | Apr 24, 2023 |
| Christian R Moore | Janney Montgomery Scott LLC BD affiliated | Key Investment Services LLC BD affiliated | Affiliated broker-dealer or bank to another | Mar 28, 2023 | Apr 17, 2023 |
| Stephen J Royce | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Key Investment Services LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Mar 15, 2023 | Apr 4, 2023 |
| David Elson Palmiter | Citizens Securities, Inc. BD affiliated | Key Investment Services LLC BD affiliated | Affiliated broker-dealer or bank to another | Mar 8, 2023 | Mar 6, 2023 |
| Robert Bradley Miller | UBS Financial Services Inc. wirehouse | Key Investment Services LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Mar 7, 2023 | Jun 7, 2023 (92 d) |
| Jacob Michael Hansell | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Key Investment Services LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Mar 7, 2023 | Mar 28, 2023 |
| Andrew T Webb | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Key Investment Services LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Mar 1, 2023 | Jan 24, 2025 (695 d) |
| William Austin Mitchell | Wells Fargo Advisors wirehouse | Key Investment Services LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Feb 9, 2023 | May 2, 2023 (82 d) |
| Aaron Benjamin Sandry | Raymond James Financial Services Advisors, Inc BD affiliated | Key Investment Services LLC BD affiliated | Affiliated broker-dealer or bank to another | Feb 7, 2023 | Feb 6, 2023 |
| Yan Lee | Financial Advocates Investment Management independent RIA | Key Investment Services LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jan 24, 2023 | May 18, 2023 (114 d) |
| Amy Cheng Valentine | Return On Life Wealth Partners independent RIA | Key Investment Services LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jan 18, 2023 | Oct 25, 2023 (280 d) |
| Susan Magyar | J.P. Morgan Securities LLC wirehouse | Key Investment Services LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jan 10, 2023 | Jul 31, 2024 (568 d) |
| Gordon Pealock | Santander Securities BD affiliated | Key Investment Services LLC BD affiliated | Affiliated broker-dealer or bank to another | Jan 3, 2023 | Jan 4, 2023 |
| Nhat M Nguyen | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Key Investment Services LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jan 2, 2023 | Jan 5, 2023 |
| Matthew B Keen | First Command Advisory Services BD affiliated | Key Investment Services LLC BD affiliated | Affiliated broker-dealer or bank to another | Dec 22, 2022 | Jan 13, 2023 |
| Kiavash Maadanian | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Key Investment Services LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Dec 16, 2022 | Jan 5, 2023 |
| Chad Christopher Thompson | Huntington Financial Advisors BD affiliated | Key Investment Services LLC BD affiliated | Affiliated broker-dealer or bank to another | Dec 7, 2022 | Nov 15, 2024 (709 d) |
| Cole Ellis Emry | Wells Fargo Advisors wirehouse | Key Investment Services LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Dec 7, 2022 | Feb 6, 2023 (61 d) |
| Krista Deann Wittmaack | E*Trade Capital Management, LLC independent RIA | Key Investment Services LLC BD affiliated | RIA to affiliated broker-dealer or bank | Dec 1, 2022 | Nov 23, 2022 |
| Nwan Tambu Joseph | Wells Fargo Advisors wirehouse | Key Investment Services LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Nov 30, 2022 | Mar 24, 2023 (114 d) |
| Chandrakumar Rajaratnam | LPL Financial LLC independent RIA | Key Investment Services LLC BD affiliated | RIA to affiliated broker-dealer or bank | Nov 22, 2022 | Jun 5, 2024 (561 d) |
| Jozef Nicholas Kuzmkowski | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Key Investment Services LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Nov 22, 2022 | Jul 2, 2025 (953 d) |
| Thomas James Griffin | Citigroup Global Markets Inc. BD affiliated | Key Investment Services LLC BD affiliated | Affiliated broker-dealer or bank to another | Nov 22, 2022 | Nov 22, 2022 |
| Chris Talpas | Pruco Securities, LLC BD affiliated | Key Investment Services LLC BD affiliated | Affiliated broker-dealer or bank to another | Nov 14, 2022 | Nov 9, 2022 |
| John Coltrane Landers | Pruco Securities, LLC BD affiliated | Key Investment Services LLC BD affiliated | Affiliated broker-dealer or bank to another | Nov 10, 2022 | Oct 31, 2022 |
| Benjamin Montreuil | LPL Financial LLC independent RIA | Key Investment Services LLC BD affiliated | RIA to affiliated broker-dealer or bank | Nov 10, 2022 | Nov 3, 2022 |
| Kristian Alexander Vartabedian | LPL Financial LLC independent RIA | Key Investment Services LLC BD affiliated | RIA to affiliated broker-dealer or bank | Nov 10, 2022 | Nov 1, 2022 |
| Nicholas Michael Adams | Wells Fargo Advisors wirehouse | Key Investment Services LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Oct 28, 2022 | Mar 22, 2023 (145 d) |
| Tyler W Ross | Fifth Third Securities, Inc. BD affiliated | Key Investment Services LLC BD affiliated | Affiliated broker-dealer or bank to another | Oct 18, 2022 | Dec 14, 2022 (57 d) |
| Claens Bon | Charles Schwab & Co., Inc. national BD | Key Investment Services LLC BD affiliated | Affiliated broker-dealer or bank to another | Oct 3, 2022 | Sep 8, 2022 |
| Kwang Yi | Fidelity Personal And Workplace Advisors BD affiliated | Key Investment Services LLC BD affiliated | Affiliated broker-dealer or bank to another | Sep 27, 2022 | Feb 22, 2023 (148 d) |
| Virak Mann | LPL Financial LLC independent RIA | Key Investment Services LLC BD affiliated | RIA to affiliated broker-dealer or bank | Sep 13, 2022 | Sep 9, 2022 |
| Vincent Charles Donato | LPL Financial LLC independent RIA | Key Investment Services LLC BD affiliated | RIA to affiliated broker-dealer or bank | Sep 9, 2022 | Sep 21, 2022 |
| Sylvia Rheker | Kovack Advisors, Inc. BD affiliated | Key Investment Services LLC BD affiliated | Affiliated broker-dealer or bank to another | Sep 2, 2022 | Jan 23, 2023 (143 d) |
750 moves match.