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
AdvisorFromToTypeLeftRegistered
Christopher PaceEdward Jones national BDKey Investment Services LLC BD affiliatedAffiliated broker-dealer or bank to anotherMay 31, 2018Jul 11, 2018 (41 d)
Daniel ZamoshnikovWaddell & Reed BD affiliatedKey Investment Services LLC BD affiliatedAffiliated broker-dealer or bank to anotherMay 22, 2018Nov 17, 2021 (1275 d)
Marcus BurnsMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseKey Investment Services LLC BD affiliatedWirehouse to affiliated broker-dealer or bankApr 17, 2018Jul 11, 2018 (85 d)
Josh W OliverAurora Private Wealth, Inc. independent RIAKey Investment Services LLC BD affiliatedRIA to affiliated broker-dealer or bankApr 17, 2018Apr 24, 2018
Alfred David BarbatoWells Fargo Advisors wirehouseKey Investment Services LLC BD affiliatedWirehouse to affiliated broker-dealer or bankApr 5, 2018Apr 16, 2018
Paul Henry PartridgePnc Wealth Management BD affiliatedKey Investment Services LLC BD affiliatedAffiliated broker-dealer or bank to anotherMar 19, 2018Feb 15, 2019 (333 d)
Susan Mara BerchakScottrade Investment Management BD affiliatedKey Investment Services LLC BD affiliatedAffiliated broker-dealer or bank to anotherMar 9, 2018Jan 30, 2019 (327 d)
Jason Joseph TarrCapital One Advisors, LLC otherKey Investment Services LLC BD affiliatedOtherMar 6, 2018Mar 6, 2018
Kimberly A BarleyCitizens Securities, Inc. BD affiliatedKey Investment Services LLC BD affiliatedAffiliated broker-dealer or bank to anotherFeb 9, 2018Sep 16, 2019 (584 d)
David Jonathan DershtellerUmb Financial Services, Inc. otherKey Investment Services LLC BD affiliatedOtherJan 17, 2018Feb 16, 2018
Michael G CostaCitizens Securities, Inc. BD affiliatedKey Investment Services LLC BD affiliatedAffiliated broker-dealer or bank to anotherDec 26, 2017Apr 10, 2019 (470 d)
Geoffrey Michael JamesWells Fargo Advisors wirehouseKey Investment Services LLC BD affiliatedWirehouse to affiliated broker-dealer or bankNov 29, 2017Jan 25, 2022 (1518 d)
Justin Michael WainwrightCitigroup Global Markets Inc. otherKey Investment Services LLC BD affiliatedOtherOct 12, 2017Jun 12, 2025 (2800 d)
Keven Lee GraberCitizens Securities, Inc. otherKey Investment Services LLC otherOtherOct 9, 2017Oct 9, 2017
Carlos Emmanuel SalmonMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseKey Investment Services LLC BD affiliatedWirehouse to affiliated broker-dealer or bankAug 23, 2017Jan 17, 2018 (147 d)
Patrick Stephen MullenSantander Securities otherKey Investment Services LLC otherOtherAug 22, 2017Sep 5, 2017
Daniel Lee WeidenhammerSantander Securities otherKey Investment Services LLC otherOtherAug 22, 2017Sep 5, 2017
Richard Todd EvansValic Financial Advisors, Inc. otherKey Investment Services LLC BD affiliatedOtherAug 10, 2017Aug 26, 2020 (1112 d)
Brett Alan GarverMML Investors Services, LLC otherKey Investment Services LLC otherOtherAug 2, 2017Aug 3, 2017
Erica Leigh Acheson-DunayFifth Third Securities, Inc. otherKey Investment Services LLC BD affiliatedOtherAug 1, 2017Jan 3, 2019 (520 d)
Ryan B SlaterMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseKey Investment Services LLC BD affiliatedWirehouse to affiliated broker-dealer or bankJul 28, 2017Mar 29, 2021 (1340 d)
Joan B KayeMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseKey Investment Services LLC BD affiliatedWirehouse to affiliated broker-dealer or bankJul 19, 2017Mar 26, 2021 (1346 d)
Michael Christopher ClementiEquitable Advisors, LLC national BDKey Investment Services LLC BD affiliatedAffiliated broker-dealer or bank to anotherJun 13, 2017Jul 2, 2022 (1845 d)
Kenneth SimonEdward Jones national BDKey Investment Services LLC BD affiliatedAffiliated broker-dealer or bank to anotherJun 1, 2017Mar 26, 2021 (1394 d)
John Joseph ScarpinoFirst Command Advisory Services otherKey Investment Services LLC BD affiliatedOtherMay 18, 2017Mar 26, 2021 (1408 d)
Brian Kenneth MaroisOsaic Institutions, Inc. otherKey Investment Services LLC otherOtherMay 10, 2017May 9, 2017
Daniel Christopher DamoreAmeriprise Financial Services, LLC national BDKey Investment Services LLC otherOtherMay 5, 2017May 8, 2017
Douglas M GibsonPnc Wealth Management otherKey Investment Services LLC BD affiliatedOtherMay 3, 2017Jan 29, 2019 (636 d)
Brian M HaschkePnc Wealth Management otherKey Investment Services LLC BD affiliatedOtherMay 2, 2017Dec 15, 2017 (227 d)
Paul Andrew MuskinPnc Wealth Management otherKey Investment Services LLC otherOtherApr 28, 2017May 2, 2017
Richard ReslingPnc Wealth Management otherKey Investment Services LLC BD affiliatedOtherApr 28, 2017Mar 10, 2021 (1412 d)
Mehnmah Marie ReevesWells Fargo Advisors wirehouseKey Investment Services LLC otherOtherMar 13, 2017Mar 13, 2017
Brian David WeigelCitizens Securities, Inc. otherKey Investment Services LLC BD affiliatedOtherMar 13, 2017Dec 3, 2019 (995 d)
Thomas Francis ScaturroWells Fargo Advisors wirehouseKey Investment Services LLC BD affiliatedWirehouse to affiliated broker-dealer or bankJan 10, 2017Mar 26, 2021 (1536 d)
Carmine Rae LafleurValic Financial Advisors, Inc. otherKey Investment Services LLC otherOtherDec 15, 2016Mar 6, 2017 (81 d)
Dennis John KeyserOsaic Institutions, Inc. otherKey Investment Services LLC otherOtherDec 9, 2016Dec 12, 2016
Diane Johns GilgerLPL Financial LLC otherKey Investment Services LLC BD affiliatedOtherDec 4, 2016Mar 11, 2024 (2654 d)
Jonathan Paul FucciOsaic Institutions, Inc. otherKey Investment Services LLC otherOtherNov 28, 2016Dec 1, 2016
Jason Wayne WegnerWells Fargo Advisors wirehouseKey Investment Services LLC otherOtherOct 31, 2016Nov 1, 2016
Sean Michael JonesWells Fargo Advisors wirehouseKey Investment Services LLC otherOtherOct 13, 2016Oct 17, 2016
Scott Ryan GonzalesU.S. Bancorp Investments, Inc. otherKey Investment Services LLC otherOtherOct 4, 2016Oct 13, 2016
Kimberly Dawn BuzyniskiLPL Financial LLC otherKey Investment Services LLC BD affiliatedOtherSep 22, 2016Mar 26, 2021 (1646 d)
Nathan Michael LeeLPL Financial LLC otherKey Investment Services LLC otherOtherSep 22, 2016Sep 21, 2016
Joseph Thomas MurphyLPL Financial LLC otherKey Investment Services LLC otherOtherSep 21, 2016Sep 21, 2016
Kevin Barry ManghanLPL Financial LLC otherKey Investment Services LLC otherOtherSep 21, 2016Sep 21, 2016
Janene Ruth CulmoLPL Financial LLC otherKey Investment Services LLC otherOtherSep 21, 2016May 5, 2017 (226 d)
Daniel WeimerLPL Financial LLC otherKey Investment Services LLC otherOtherSep 21, 2016Sep 21, 2016
Amy Austin RoxinLPL Financial LLC otherKey Investment Services LLC otherOtherSep 21, 2016Sep 21, 2016
Margaret Mary KoetznerLPL Financial LLC otherKey Investment Services LLC otherOtherSep 21, 2016Sep 21, 2016
Carol B MayerLPL Financial LLC otherKey Investment Services LLC otherOtherSep 21, 2016Sep 21, 2016
Timothy Kenneth PelcherLPL Financial LLC otherKey Investment Services LLC BD affiliatedOtherSep 21, 2016Mar 26, 2021 (1647 d)
John Randolph MackenzieLPL Financial LLC otherKey Investment Services LLC otherOtherSep 21, 2016Sep 21, 2016
Mark Richard LomonacoLPL Financial LLC otherKey Investment Services LLC BD affiliatedOtherSep 21, 2016Mar 26, 2021 (1647 d)
Kendra Marie O'ReillyLPL Financial LLC otherKey Investment Services LLC otherOtherSep 21, 2016Sep 21, 2016
Theresa Marie SmithLPL Financial LLC otherKey Investment Services LLC BD affiliatedOtherSep 21, 2016Mar 26, 2021 (1647 d)
William Jerome ReynoldsLPL Financial LLC otherKey Investment Services LLC BD affiliatedOtherSep 21, 2016Mar 26, 2021 (1647 d)
Christopher Alan BrennenLPL Financial LLC otherKey Investment Services LLC otherOtherSep 21, 2016Sep 21, 2016
John Patrick McinerneyLPL Financial LLC otherKey Investment Services LLC otherOtherSep 21, 2016Dec 22, 2016 (92 d)
Kevin Francis SullivanLPL Financial LLC otherKey Investment Services LLC otherOtherSep 21, 2016Sep 21, 2016
Louis Christopher GoeckelLPL Financial LLC otherKey Investment Services LLC otherOtherSep 21, 2016Sep 21, 2016
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