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 |
|---|---|---|---|---|---|
| Tigress L Jones | J.P. Morgan Securities LLC wirehouse | Key Investment Services LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Aug 31, 2022 | Aug 31, 2022 |
| Shemilore Gbenga Oguntoye | First Command Advisory Services BD affiliated | Key Investment Services LLC BD affiliated | Affiliated broker-dealer or bank to another | Aug 31, 2022 | Nov 21, 2022 (82 d) |
| Rachel Freyre | Wells Fargo Advisors wirehouse | Key Investment Services LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Aug 30, 2022 | Sep 14, 2022 |
| Donald Alan Armstrong | Pruco Securities, LLC BD affiliated | Key Investment Services LLC BD affiliated | Affiliated broker-dealer or bank to another | Aug 24, 2022 | Aug 22, 2022 |
| Michael Debottis | LPL Financial LLC independent RIA | Key Investment Services LLC BD affiliated | RIA to affiliated broker-dealer or bank | Aug 22, 2022 | Aug 16, 2022 |
| Diana Schiers George | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Key Investment Services LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Aug 21, 2022 | Oct 27, 2023 (432 d) |
| Jason R Navolio | LPL Financial LLC independent RIA | Key Investment Services LLC BD affiliated | RIA to affiliated broker-dealer or bank | Aug 15, 2022 | Aug 8, 2022 |
| Jessica Renee Rorar | Valmark Advisers, Inc. BD affiliated | Key Investment Services LLC BD affiliated | Affiliated broker-dealer or bank to another | Aug 15, 2022 | May 5, 2026 (1359 d) |
| Ryan Patrick Voet | Fidelity Personal And Workplace Advisors BD affiliated | Key Investment Services LLC BD affiliated | Affiliated broker-dealer or bank to another | Aug 10, 2022 | Aug 21, 2022 |
| Alisha Holt | Wells Fargo Advisors wirehouse | Key Investment Services LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Aug 4, 2022 | Nov 23, 2022 (111 d) |
| Kenneth I Weinstein | Cetera Investment Advisers LLC BD affiliated | Key Investment Services LLC BD affiliated | Affiliated broker-dealer or bank to another | Aug 1, 2022 | Aug 2, 2022 |
| Federico J Martin | Svb Investment Services Inc. BD affiliated | Key Investment Services LLC BD affiliated | Affiliated broker-dealer or bank to another | Jul 29, 2022 | Jan 3, 2024 (523 d) |
| Juan Alejandro Ramos | Excel Wealth Management, LLC institutional | Key Investment Services LLC BD affiliated | Other | Jul 27, 2022 | Apr 4, 2024 (617 d) |
| Christian Robert Brown | LPL Financial LLC independent RIA | Key Investment Services LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jul 27, 2022 | Jul 18, 2022 |
| Paige Wilcox | Equitable Advisors, LLC national BD | Key Investment Services LLC BD affiliated | Affiliated broker-dealer or bank to another | Jul 14, 2022 | Sep 15, 2022 (63 d) |
| Thomas Conrad Anderson | Raymond James Financial Services Advisors, Inc BD affiliated | Key Investment Services LLC BD affiliated | Affiliated broker-dealer or bank to another | Jul 11, 2022 | Sep 2, 2022 (53 d) |
| Michael James Castillo | U.S. Bancorp Investments, Inc. BD affiliated | Key Investment Services LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 28, 2022 | Jul 21, 2022 |
| Angel Kelley | Fifth Third Securities, Inc. BD affiliated | Key Investment Services LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 27, 2022 | Jul 6, 2022 |
| Jessica Esther Snyder | U.S. Bancorp Investments, Inc. BD affiliated | Key Investment Services LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 16, 2022 | Jun 24, 2022 |
| David John Donnelly | LPL Financial LLC independent RIA | Key Investment Services LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jun 14, 2022 | Sep 16, 2022 (94 d) |
| Christopher Dickens | Wells Fargo Advisors wirehouse | Key Investment Services LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | May 26, 2022 | Jun 2, 2022 |
| Skyeller R Hill | Kestra Advisory Services, LLC BD affiliated | Key Investment Services LLC BD affiliated | Affiliated broker-dealer or bank to another | May 26, 2022 | Jul 3, 2025 (1134 d) |
| Michael Brent Buroker | Schwab Wealth Advisory, Inc. no RAUM | Key Investment Services LLC BD affiliated | Other | May 24, 2022 | Jun 24, 2022 (31 d) |
| Benjamin Blake Moloney | Hsbc Securities (USA) Inc. BD affiliated | Key Investment Services LLC BD affiliated | Affiliated broker-dealer or bank to another | May 19, 2022 | May 23, 2022 |
| Tina Marie Munroe | Truist Advisory Services, Inc. BD affiliated | Key Investment Services LLC BD affiliated | Affiliated broker-dealer or bank to another | May 18, 2022 | Apr 11, 2024 (694 d) |
| Alex Caratelli | Fidelity Personal And Workplace Advisors BD affiliated | Key Investment Services LLC BD affiliated | Affiliated broker-dealer or bank to another | May 17, 2022 | Feb 14, 2023 (273 d) |
| Stacie Lynn Lieb | Citizens Securities, Inc. BD affiliated | Key Investment Services LLC BD affiliated | Affiliated broker-dealer or bank to another | May 4, 2022 | Jul 14, 2023 (436 d) |
| Theresa Marie Mystic | Pnc Wealth Management BD affiliated | Key Investment Services LLC BD affiliated | Affiliated broker-dealer or bank to another | May 2, 2022 | May 13, 2022 |
| Riquelmi G Rodriguez | MML Investors Services, LLC BD affiliated | Key Investment Services LLC BD affiliated | Affiliated broker-dealer or bank to another | Apr 19, 2022 | Apr 27, 2022 |
| Keianna Watt | LPL Financial LLC independent RIA | Key Investment Services LLC BD affiliated | RIA to affiliated broker-dealer or bank | Apr 14, 2022 | Jun 27, 2022 (74 d) |
| Austin Patrick Reese | Hsbc Securities (USA) Inc. BD affiliated | Key Investment Services LLC BD affiliated | Affiliated broker-dealer or bank to another | Apr 11, 2022 | Apr 26, 2022 |
| Thomas E Hobin | Citizens Securities, Inc. BD affiliated | Key Investment Services LLC BD affiliated | Affiliated broker-dealer or bank to another | Apr 8, 2022 | Apr 28, 2022 |
| Thomas Jarecki | J.P. Morgan Securities LLC wirehouse | Key Investment Services LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Mar 21, 2022 | May 31, 2022 (71 d) |
| Solomon Lee Schmidt | U.S. Bancorp Investments, Inc. BD affiliated | Key Investment Services LLC BD affiliated | Affiliated broker-dealer or bank to another | Mar 21, 2022 | Mar 21, 2022 |
| Kevin C Kluge | Pruco Securities, LLC BD affiliated | Key Investment Services LLC BD affiliated | Affiliated broker-dealer or bank to another | Mar 10, 2022 | Apr 5, 2022 |
| Logan M Zimmerman | Fidelity Personal And Workplace Advisors BD affiliated | Key Investment Services LLC BD affiliated | Affiliated broker-dealer or bank to another | Mar 7, 2022 | Mar 17, 2022 |
| Annamarie Pera | Hsbc Securities (USA) Inc. BD affiliated | Key Investment Services LLC BD affiliated | Affiliated broker-dealer or bank to another | Feb 2, 2022 | Feb 4, 2022 |
| Kevin Thomas Schunck | LPL Financial LLC BD affiliated | Key Investment Services LLC BD affiliated | Affiliated broker-dealer or bank to another | Feb 2, 2022 | Jan 11, 2022 |
| Reece Allen Chlumsky | Bankers Life Advisory Services, Inc. BD affiliated | Key Investment Services LLC BD affiliated | Affiliated broker-dealer or bank to another | Jan 20, 2022 | Feb 17, 2022 |
| Michael Thomas Smedley | Fidelity Personal And Workplace Advisors BD affiliated | Key Investment Services LLC BD affiliated | Affiliated broker-dealer or bank to another | Jan 10, 2022 | Dec 12, 2022 (336 d) |
| Michelle M Pipcak | Edward Jones national BD | Key Investment Services LLC BD affiliated | Affiliated broker-dealer or bank to another | Jan 3, 2022 | Jan 12, 2022 |
| Matthew Kloos | Pruco Securities, LLC BD affiliated | Key Investment Services LLC BD affiliated | Affiliated broker-dealer or bank to another | Dec 2, 2021 | Dec 6, 2021 |
| Anthony Zak | Commonwealth Financial Network national BD | Key Investment Services LLC BD affiliated | Affiliated broker-dealer or bank to another | Nov 8, 2021 | Nov 21, 2021 |
| Andrew Lavelle Cheatham | LPL Financial LLC BD affiliated | Key Investment Services LLC BD affiliated | Affiliated broker-dealer or bank to another | Nov 4, 2021 | Mar 22, 2022 (138 d) |
| Michael C. Scheiwe | J.P. Morgan Securities LLC wirehouse | Key Investment Services LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Oct 30, 2021 | Feb 14, 2024 (837 d) |
| Bianca Marcellino | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Key Investment Services LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Oct 22, 2021 | Apr 11, 2022 (171 d) |
| David L Jaeger | People'S United Advisors, Inc. mixed wealth | Key Investment Services LLC BD affiliated | RIA to affiliated broker-dealer or bank | Oct 18, 2021 | Jun 21, 2023 (611 d) |
| Cody Anderson | J.P. Morgan Securities LLC wirehouse | Key Investment Services LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Oct 7, 2021 | Mar 8, 2022 (152 d) |
| John R Donnelly | Pnc Wealth Management BD affiliated | Key Investment Services LLC BD affiliated | Affiliated broker-dealer or bank to another | Sep 7, 2021 | Aug 30, 2021 |
| William George Whiteley | Valic Financial Advisors, Inc. BD affiliated | Key Investment Services LLC BD affiliated | Affiliated broker-dealer or bank to another | Aug 5, 2021 | Aug 16, 2021 |
| Sean Housel | Pnc Wealth Management BD affiliated | Key Investment Services LLC BD affiliated | Affiliated broker-dealer or bank to another | Jul 7, 2021 | Jul 1, 2021 |
| Steven Deandre Mcclatchey | Wells Fargo Advisors wirehouse | Key Investment Services LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jun 1, 2021 | Dec 14, 2021 (196 d) |
| Brian Self | J.P. Morgan Securities LLC wirehouse | Key Investment Services LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | May 26, 2021 | Jun 4, 2021 |
| Alex Ryan Maicks | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Key Investment Services LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | May 24, 2021 | Jun 3, 2021 |
| Joseph Briel Skarda | J.P. Morgan Securities LLC wirehouse | Key Investment Services LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | May 4, 2021 | Dec 15, 2021 (225 d) |
| Norman Harris | J.P. Morgan Securities LLC wirehouse | Key Investment Services LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Apr 12, 2021 | Feb 15, 2022 (309 d) |
| Erik Dececco | Hsbc Securities (USA) Inc. BD affiliated | Key Investment Services LLC BD affiliated | Affiliated broker-dealer or bank to another | Mar 22, 2021 | Apr 6, 2021 |
| Rachel Lee Torres | Northwestern Mutual Investment Services,LLC no RAUM | Key Investment Services LLC BD affiliated | Other | Mar 16, 2021 | Apr 1, 2021 |
| Tyler Tait | Morgan Stanley wirehouse | Key Investment Services LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Mar 8, 2021 | Sep 8, 2022 (549 d) |
| Yun Ze Feng | U.S. Bancorp Advisors, LLC BD affiliated | Key Investment Services LLC BD affiliated | Affiliated broker-dealer or bank to another | Feb 24, 2021 | Feb 17, 2021 |
750 moves match.