Advisor moves

Arrivals at Key Investment Services LLC

750 moves
AdvisorFromToTypeLeftRegistered
Nathan Darryl PoorbaughLPL Financial LLC otherKey Investment Services LLC otherOtherSep 21, 2016Jul 19, 2017 (301 d)
Elizabeth Jane MeyerLPL Financial LLC otherKey Investment Services LLC otherOtherSep 21, 2016Sep 21, 2016
Shawna L SklarskyLPL Financial LLC otherKey Investment Services LLC otherOtherSep 21, 2016Sep 21, 2016
Anne M FaunceLPL Financial LLC otherKey Investment Services LLC otherOtherSep 21, 2016Sep 21, 2016
Justin M BinionLPL Financial LLC otherKey Investment Services LLC otherOtherSep 21, 2016Sep 21, 2016
Ioana Gavris WagleLPL Financial LLC otherKey Investment Services LLC otherOtherSep 21, 2016Sep 21, 2016
Sean Patrick MestLPL Financial LLC otherKey Investment Services LLC otherOtherSep 21, 2016Sep 21, 2016
Nathan Louis FulkmanLPL Financial LLC otherKey Investment Services LLC otherOtherSep 21, 2016Sep 21, 2016
Charles GarlockLPL Financial LLC otherKey Investment Services LLC otherOtherSep 21, 2016Sep 21, 2016
Samantha Lynn BurkeLPL Financial LLC otherKey Investment Services LLC otherOtherSep 21, 2016Sep 21, 2016
Gabriel HallLPL Financial LLC otherKey Investment Services LLC otherOtherSep 21, 2016Sep 21, 2016
Daniel Jerome KruperLPL Financial LLC otherKey Investment Services LLC otherOtherSep 21, 2016Sep 21, 2016
Albert C ErniMorgan Stanley wirehouseKey Investment Services LLC BD affiliatedWirehouse to affiliated broker-dealer or bankSep 8, 2016Mar 26, 2021 (1660 d)
Jordan Jennifer KellyWaddell & Reed otherKey Investment Services LLC BD affiliatedOtherSep 8, 2016Sep 3, 2024 (2917 d)
Parker Russell HardtWaddell & Reed otherKey Investment Services LLC BD affiliatedOtherSep 6, 2016Oct 18, 2017 (407 d)
Kevin Patrick SmithHuntington Financial Advisors otherKey Investment Services LLC otherOtherAug 18, 2016Aug 23, 2016
William GrochalaEquitable Advisors, LLC national BDKey Investment Services LLC BD affiliatedAffiliated broker-dealer or bank to anotherAug 17, 2016Mar 26, 2021 (1682 d)
Jennifer Sue RamseyPnc Wealth Management otherKey Investment Services LLC otherOtherAug 8, 2016Aug 8, 2016
Luann Marie SpaetheValmark Advisers, Inc. otherKey Investment Services LLC otherOtherAug 2, 2016Sep 1, 2016
Traci J. UnderhillMorgan Stanley wirehouseKey Investment Services LLC otherOtherJul 29, 2016Jul 25, 2016
Eric Wade HudsonAmeriprise Financial Services, LLC national BDKey Investment Services LLC otherOtherJul 28, 2016Feb 21, 2017 (208 d)
Tyler Preston EliasonCentaurus Financial, Inc. otherKey Investment Services LLC BD affiliatedOtherJun 21, 2016Nov 30, 2017 (527 d)
Debra Diane StarkeyKms Financial Services, Inc otherKey Investment Services LLC otherOtherJun 13, 2016Jun 20, 2016
Janet Lynn HawkinsU.S. Bancorp Investments, Inc. otherKey Investment Services LLC otherOtherMay 27, 2016Jun 30, 2016 (34 d)
Nicholas HesseCitizens Securities, Inc. otherKey Investment Services LLC BD affiliatedOtherMay 17, 2016May 2, 2018 (715 d)
Christopher John LannonGoldman Sachs Wealth Services, L.P. otherKey Investment Services LLC otherOtherMay 16, 2016Nov 15, 2016 (183 d)
Jeffrey David ShrivesWaddell & Reed otherKey Investment Services LLC otherOtherApr 19, 2016Apr 22, 2016
John Edward McvayJ.P. Morgan Securities LLC wirehouseKey Investment Services LLC BD affiliatedWirehouse to affiliated broker-dealer or bankApr 14, 2016Mar 1, 2018 (686 d)
Steven David ValeHuntington Financial Advisors otherKey Investment Services LLC otherOtherMar 24, 2016Mar 29, 2016
Bryn MalagonCetera Investment Advisers LLC otherKey Investment Services LLC BD affiliatedOtherFeb 25, 2016Mar 27, 2018 (761 d)
Eric David FarnsworthAmeriprise Financial Services, LLC national BDKey Investment Services LLC otherOtherFeb 18, 2016Feb 24, 2016
Joseph John BadolatoCitizens Securities, Inc. otherKey Investment Services LLC BD affiliatedOtherJan 13, 2016Mar 26, 2021 (1899 d)
Benjamin HopperWaddell & Reed otherKey Investment Services LLC otherOtherDec 31, 2015May 15, 2017 (501 d)
Ronald John GubelmanSteward Partners Investment Solutions, LLC otherKey Investment Services LLC otherOtherOct 30, 2015Nov 5, 2015
Brandon DecastroAllstate Financial Advisors, LLC no RAUMKey Investment Services LLC otherOtherSep 18, 2015Sep 21, 2015
Trevor LooneyWells Fargo Advisors wirehouseKey Investment Services LLC otherOtherSep 16, 2015Sep 15, 2015
Robert Evan CiprianoJ.P. Morgan Securities LLC wirehouseKey Investment Services LLC BD affiliatedWirehouse to affiliated broker-dealer or bankAug 28, 2015Jul 25, 2025 (3619 d)
Brian Jason EvansJ.P. Morgan Securities LLC wirehouseKey Investment Services LLC otherOtherAug 14, 2015Oct 28, 2015 (75 d)
Christopher HernandezPnc Wealth Management otherKey Investment Services LLC otherOtherJul 15, 2015Oct 25, 2016 (468 d)
Caleb Richard FrankartFifth Third Securities, Inc. otherKey Investment Services LLC otherOtherJun 29, 2015Jul 1, 2015
Joseph T MurphyMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseKey Investment Services LLC BD affiliatedWirehouse to affiliated broker-dealer or bankMay 11, 2015Mar 26, 2021 (2146 d)
Anthony Joseph NighFifth Third Securities, Inc. otherKey Investment Services LLC otherOtherApr 13, 2015May 20, 2015 (37 d)
Michael Allen CurleyWealth Dimensions Group, Ltd. otherKey Investment Services LLC otherOtherApr 1, 2015Apr 1, 2015
Chris A. LuttmanBancwest Investment Services, Inc. (Bwis) otherKey Investment Services LLC otherOtherMar 27, 2015Mar 20, 2015
Steven Dale GabrielWells Fargo Advisors wirehouseKey Investment Services LLC otherOtherJan 29, 2015Feb 3, 2015
Jonathan M CastleMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseKey Investment Services LLC BD affiliatedWirehouse to affiliated broker-dealer or bankJan 16, 2015Mar 26, 2021 (2261 d)
Brigitte Ann MurphyLPL Financial LLC otherKey Investment Services LLC BD affiliatedOtherDec 31, 2014Mar 26, 2021 (2277 d)
Michael D StobbeJ.P. Morgan Securities LLC wirehouseKey Investment Services LLC otherOtherDec 19, 2014Feb 27, 2015 (70 d)
Nancy KitsonHuntington Financial Advisors otherKey Investment Services LLC otherOtherDec 11, 2014Dec 11, 2014
Eileen Marie KurthU.S. Bancorp Investments, Inc. otherKey Investment Services LLC otherOtherDec 5, 2014Dec 8, 2014
Louis C BentonEquitable Advisors, LLC national BDKey Investment Services LLC BD affiliatedAffiliated broker-dealer or bank to anotherDec 4, 2014Mar 26, 2021 (2304 d)
Greg EmmackPnc Wealth Management otherKey Investment Services LLC otherOtherNov 14, 2014Nov 21, 2014
Benjamin DugganHazard & Siegel Advisory Services LLC otherKey Investment Services LLC BD affiliatedOtherOct 10, 2014Mar 26, 2021 (2359 d)
Bryce Derek HolleyCuna Brokerage Services, Inc. otherKey Investment Services LLC otherOtherOct 6, 2014Oct 20, 2014
John L KnightMorgan Stanley wirehouseKey Investment Services LLC otherOtherSep 15, 2014Jun 11, 2015 (269 d)
Matthew NutterJ.P. Morgan Securities LLC wirehouseKey Investment Services LLC otherOtherAug 28, 2014Sep 5, 2014
Stephanie L RussellHuntington Financial Advisors otherKey Investment Services LLC otherOtherJul 2, 2014Aug 11, 2014 (40 d)
Michael LinJ.P. Morgan Securities LLC wirehouseKey Investment Services LLC otherOtherJun 17, 2014Oct 20, 2014 (125 d)
Cynthia Lee Montgomery-AdamsEdward Jones national BDKey Investment Services LLC otherOtherMay 8, 2014May 7, 2015 (364 d)
Cyril James KanagarajMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseKey Investment Services LLC otherOtherMay 5, 2014May 7, 2014
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