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.
750 moves
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Bryan Wyckoff | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Key Investment Services LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Feb 24, 2021 | Feb 19, 2021 |
| Aimee Flatley | LPL Financial LLC BD affiliated | Key Investment Services LLC BD affiliated | Affiliated broker-dealer or bank to another | Feb 18, 2021 | Aug 17, 2021 (180 d) |
| Jaimie Stachowiak | Fifth Third Securities, Inc. BD affiliated | Key Investment Services LLC BD affiliated | Affiliated broker-dealer or bank to another | Feb 17, 2021 | Feb 9, 2021 |
| Michael Dattilo | UBS Financial Services Inc. wirehouse | Key Investment Services LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Feb 1, 2021 | Aug 17, 2021 (197 d) |
| Anthony James Kerins | Valic Financial Advisors, Inc. BD affiliated | Key Investment Services LLC BD affiliated | Affiliated broker-dealer or bank to another | Jan 26, 2021 | Jan 5, 2023 (709 d) |
| Greg Robert Beacom | Td Ameritrade, Inc. no RAUM | Key Investment Services LLC BD affiliated | Other | Jan 11, 2021 | Jan 6, 2021 |
| Jotie Z Hirkissa | Citizens Securities, Inc. BD affiliated | Key Investment Services LLC BD affiliated | Affiliated broker-dealer or bank to another | Dec 31, 2020 | Mar 15, 2022 (439 d) |
| Latricia Peck | Pnc Managed Account Solutions, Inc. BD affiliated | Key Investment Services LLC BD affiliated | Affiliated broker-dealer or bank to another | Dec 21, 2020 | Dec 23, 2020 |
| Nicholas James Wolf | Morgan Stanley wirehouse | Key Investment Services LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Dec 9, 2020 | Nov 28, 2022 (719 d) |
| Charles Wurdack | Thurston Springer Advisors BD affiliated | Key Investment Services LLC BD affiliated | Affiliated broker-dealer or bank to another | Dec 4, 2020 | Dec 22, 2020 |
| John Allen Carruthers | U.S. Bancorp Advisors, LLC BD affiliated | Key Investment Services LLC BD affiliated | Affiliated broker-dealer or bank to another | Dec 2, 2020 | Apr 6, 2021 (125 d) |
| Justin Paul Mills | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Key Investment Services LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Sep 3, 2020 | Jan 22, 2025 (1602 d) |
| Maria Teresa Hernandez | Ae Wealth Management, LLC independent RIA | Key Investment Services LLC BD affiliated | RIA to affiliated broker-dealer or bank | Aug 21, 2020 | Aug 23, 2021 (367 d) |
| Joshua Wagner | Fifth Third Securities, Inc. BD affiliated | Key Investment Services LLC BD affiliated | Affiliated broker-dealer or bank to another | Aug 21, 2020 | Jul 25, 2022 (703 d) |
| Daniel Duric | Citizens Securities, Inc. BD affiliated | Key Investment Services LLC BD affiliated | Affiliated broker-dealer or bank to another | Aug 10, 2020 | Jan 14, 2022 (522 d) |
| William Francis Schaeneman | Wells Fargo Advisors wirehouse | Key Investment Services LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Aug 7, 2020 | Apr 26, 2023 (992 d) |
| Dennis John Andres | Advice And Planning Services BD affiliated | Key Investment Services LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 16, 2020 | May 31, 2022 (714 d) |
| Terry L Wagler | Citizens Securities, Inc. BD affiliated | Key Investment Services LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 9, 2020 | Nov 23, 2021 (532 d) |
| Jason Jon Dixon | Td Ameritrade, Inc. no RAUM | Key Investment Services LLC BD affiliated | Other | Apr 28, 2020 | Mar 26, 2021 (332 d) |
| James P Wyman | RBC Capital Markets, LLC national BD | Key Investment Services LLC BD affiliated | Affiliated broker-dealer or bank to another | Mar 23, 2020 | Jun 7, 2021 (441 d) |
| Vito Peter Gioia | Fifth Third Securities, Inc. BD affiliated | Key Investment Services LLC BD affiliated | Affiliated broker-dealer or bank to another | Feb 28, 2020 | Jan 19, 2022 (691 d) |
| David Robert Beam | Advice And Planning Services BD affiliated | Key Investment Services LLC BD affiliated | Affiliated broker-dealer or bank to another | Jan 28, 2020 | Mar 26, 2021 (423 d) |
| Stephanie A Mushenheim | Raymond James & Associates, Inc. national BD | Key Investment Services LLC BD affiliated | Affiliated broker-dealer or bank to another | Dec 9, 2019 | Jan 10, 2020 (32 d) |
| Theodore Feitt | Huntington Financial Advisors BD affiliated | Key Investment Services LLC BD affiliated | Affiliated broker-dealer or bank to another | Dec 5, 2019 | Dec 4, 2019 |
| Richard W. Fisher | J.P. Morgan Securities LLC wirehouse | Key Investment Services LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Nov 27, 2019 | Mar 11, 2020 (105 d) |
| Vincent Julian | Pruco Securities, LLC BD affiliated | Key Investment Services LLC BD affiliated | Affiliated broker-dealer or bank to another | Nov 25, 2019 | Mar 11, 2022 (837 d) |
| Gina Marie Bert-Zatto | Citizens Securities, Inc. BD affiliated | Key Investment Services LLC BD affiliated | Affiliated broker-dealer or bank to another | Oct 30, 2019 | Dec 23, 2019 (54 d) |
| Shelly Ann Thomas | J.P. Morgan Securities LLC wirehouse | Key Investment Services LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Oct 23, 2019 | Jul 9, 2020 (260 d) |
| Nancy Jean Noga | LPL Financial LLC BD affiliated | Key Investment Services LLC BD affiliated | Affiliated broker-dealer or bank to another | Sep 5, 2019 | Aug 16, 2021 (711 d) |
| Nathaniel Knowlton | MML Investors Services, LLC BD affiliated | Key Investment Services LLC BD affiliated | Affiliated broker-dealer or bank to another | Sep 3, 2019 | May 2, 2022 (972 d) |
| Aaron M. Yen | Edward Jones national BD | Key Investment Services LLC BD affiliated | Affiliated broker-dealer or bank to another | Aug 29, 2019 | Aug 16, 2021 (718 d) |
| Priya Tater | Fifth Third Securities, Inc. BD affiliated | Key Investment Services LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 14, 2019 | Feb 27, 2024 (1719 d) |
| Brian Michael Tammaro | Pnc Wealth Management BD affiliated | Key Investment Services LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 14, 2019 | Jul 2, 2019 |
| Steven Ferdinand Fattorini | E*Trade Capital Management, LLC independent RIA | Key Investment Services LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jun 3, 2019 | Jan 3, 2022 (945 d) |
| Jacob March Schaefer | Pnc Wealth Management BD affiliated | Key Investment Services LLC BD affiliated | Affiliated broker-dealer or bank to another | May 30, 2019 | Jun 18, 2019 |
| Russell Lewis Hansen | Cuso Financial Services, L.P. BD affiliated | Key Investment Services LLC BD affiliated | Affiliated broker-dealer or bank to another | May 20, 2019 | Oct 29, 2019 (162 d) |
| Patrick Sanford Mullins | Raymond James & Associates, Inc. national BD | Key Investment Services LLC BD affiliated | Affiliated broker-dealer or bank to another | Apr 10, 2019 | Sep 5, 2019 (148 d) |
| Lori W Meter | Foresters Advisory Services, LLC BD affiliated | Key Investment Services LLC BD affiliated | Affiliated broker-dealer or bank to another | Feb 15, 2019 | Mar 13, 2019 |
| Loucas Kalliantasis | M&T Securities, Inc. unclassified | Key Investment Services LLC BD affiliated | Other | Jan 28, 2019 | Mar 26, 2021 (788 d) |
| Joshua Smail | Spc BD affiliated | Key Investment Services LLC BD affiliated | Affiliated broker-dealer or bank to another | Jan 24, 2019 | Mar 15, 2019 (50 d) |
| John Martin Bopp | Wells Fargo Advisors wirehouse | Key Investment Services LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jan 17, 2019 | Mar 26, 2021 (799 d) |
| Angel Kelley | Valmark Advisers, Inc. mixed wealth | Key Investment Services LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jan 14, 2019 | Jan 14, 2019 |
| Philip Michael Napolitano | Edward Jones national BD | Key Investment Services LLC BD affiliated | Affiliated broker-dealer or bank to another | Nov 28, 2018 | Jan 7, 2019 (40 d) |
| Alexander Steven Mills | Equitable Advisors, LLC national BD | Key Investment Services LLC BD affiliated | Affiliated broker-dealer or bank to another | Nov 26, 2018 | Mar 26, 2021 (851 d) |
| Stephen D'Alessandro | Pnc Wealth Management BD affiliated | Key Investment Services LLC BD affiliated | Affiliated broker-dealer or bank to another | Nov 1, 2018 | Oct 30, 2018 |
| Ankit Patel | Pnc Wealth Management BD affiliated | Key Investment Services LLC BD affiliated | Affiliated broker-dealer or bank to another | Nov 1, 2018 | Apr 16, 2019 (166 d) |
| Jonathan Aaron Hileman | Pnc Wealth Management BD affiliated | Key Investment Services LLC BD affiliated | Affiliated broker-dealer or bank to another | Nov 1, 2018 | Mar 30, 2026 (2706 d) |
| Justin Neal Jenkins | Wells Fargo Advisors wirehouse | Key Investment Services LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Oct 30, 2018 | Dec 4, 2019 (400 d) |
| Sean Christian Hillis | Bancwest Investment Services, Inc. (Bwis) BD affiliated | Key Investment Services LLC BD affiliated | Affiliated broker-dealer or bank to another | Sep 28, 2018 | Sep 27, 2018 |
| Evan Griffith Galbraith | First Command Advisory Services BD affiliated | Key Investment Services LLC BD affiliated | Affiliated broker-dealer or bank to another | Sep 21, 2018 | Mar 26, 2021 (917 d) |
| Kevin Michael Burke | Capital One Advisors, LLC BD affiliated | Key Investment Services LLC BD affiliated | Affiliated broker-dealer or bank to another | Sep 19, 2018 | Jul 15, 2025 (2491 d) |
| Joseph Edmund Reynolds | Pnc Wealth Management BD affiliated | Key Investment Services LLC BD affiliated | Affiliated broker-dealer or bank to another | Sep 19, 2018 | Jul 23, 2021 (1038 d) |
| Sean Jeremy Baratt | Edward Jones national BD | Key Investment Services LLC BD affiliated | Affiliated broker-dealer or bank to another | Aug 31, 2018 | Sep 25, 2020 (756 d) |
| Jonathan Barrett Prinz | Cetera Investment Advisers LLC BD affiliated | Key Investment Services LLC BD affiliated | Affiliated broker-dealer or bank to another | Aug 17, 2018 | Sep 19, 2019 (398 d) |
| Christopher Joseph Dwyer | Citizens Securities, Inc. BD affiliated | Key Investment Services LLC BD affiliated | Affiliated broker-dealer or bank to another | Aug 9, 2018 | Aug 29, 2018 |
| Nicholas Paul Cosentino | Pruco Securities, LLC BD affiliated | Key Investment Services LLC BD affiliated | Affiliated broker-dealer or bank to another | Aug 3, 2018 | Aug 14, 2018 |
| Kristen Marie Parrow | Equitable Advisors, LLC national BD | Key Investment Services LLC BD affiliated | Affiliated broker-dealer or bank to another | Jul 30, 2018 | Mar 26, 2021 (970 d) |
| Jeffrey David Bryce | Citizens Securities, Inc. BD affiliated | Key Investment Services LLC BD affiliated | Affiliated broker-dealer or bank to another | Jul 16, 2018 | Mar 26, 2021 (984 d) |
| George Matthew Greenert | Pnc Wealth Management BD affiliated | Key Investment Services LLC BD affiliated | Affiliated broker-dealer or bank to another | Jul 10, 2018 | Jun 29, 2018 |
| Michael Gerard Liskay | Fifth Third Securities, Inc. BD affiliated | Key Investment Services LLC BD affiliated | Affiliated broker-dealer or bank to another | Jul 6, 2018 | Aug 14, 2019 (404 d) |