DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
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 |
|---|---|---|---|---|---|
| Travis May | Wells Fargo Advisors wirehouse | Key Investment Services LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Sep 1, 2026 | Sep 10, 2026 |
| Aidan Joseph Shaffer | Park Avenue Securities LLC BD affiliated | Key Investment Services LLC BD affiliated | Affiliated broker-dealer or bank to another | Aug 20, 2026 | Aug 28, 2026 |
| Allen M Judkins | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Key Investment Services LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Aug 14, 2026 | Aug 19, 2026 |
| Andrew J Ditty | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Key Investment Services LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Aug 5, 2026 | Aug 24, 2026 |
| James Brenneman | Equitable Advisors, LLC national BD | Key Investment Services LLC BD affiliated | Affiliated broker-dealer or bank to another | Jul 20, 2026 | Sep 16, 2026 (58 d) |
| Guerschom Altidor | Pnc Wealth Management BD affiliated | Key Investment Services LLC BD affiliated | Affiliated broker-dealer or bank to another | Jul 17, 2026 | Jul 15, 2026 |
| Jason Michael Boeckman | Advice And Planning Services BD affiliated | Key Investment Services LLC BD affiliated | Affiliated broker-dealer or bank to another | Jul 9, 2026 | Aug 12, 2026 (34 d) |
| Ramah Mohammed Sanni | Wells Fargo Advisors wirehouse | Key Investment Services LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jul 6, 2026 | Aug 3, 2026 |
| Geoffrey Skadra | Citizens Securities, Inc. BD affiliated | Key Investment Services LLC BD affiliated | Affiliated broker-dealer or bank to another | Jul 3, 2026 | Jul 10, 2026 |
| Garret William Keibler | Schwab Wealth Advisory, Inc. no RAUM | Key Investment Services LLC BD affiliated | Other | Jun 27, 2026 | Jul 14, 2026 |
| Uriah Burke | Fifth Third Securities, Inc. BD affiliated | Key Investment Services LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 26, 2026 | Jul 10, 2026 |
| Heather Rose Schultz | Park Avenue Securities LLC BD affiliated | Key Investment Services LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 15, 2026 | Jun 30, 2026 |
| John Eric Tenofsky | Advice And Planning Services BD affiliated | Key Investment Services LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 4, 2026 | Jul 9, 2026 (35 d) |
| Malak Rabi | Fifth Third Securities, Inc. BD affiliated | Key Investment Services LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 3, 2026 | Jun 9, 2026 |
| Michael Allen Larosa | Missionsquare Retirement BD affiliated | Key Investment Services LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 2, 2026 | Jun 3, 2026 |
| Chandler Fout | Pnc Wealth Management BD affiliated | Key Investment Services LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 2, 2026 | Jun 5, 2026 |
| Andrew Scott Reddish | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Key Investment Services LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jun 1, 2026 | Jul 24, 2026 (53 d) |
| Angela Myers | Fifth Third Securities, Inc. BD affiliated | Key Investment Services LLC BD affiliated | Affiliated broker-dealer or bank to another | May 29, 2026 | May 19, 2026 |
| Matthew Joseph Whalen | LPL Financial LLC BD affiliated | Key Investment Services LLC BD affiliated | Affiliated broker-dealer or bank to another | May 29, 2026 | Jun 2, 2026 |
| Thomas Shant Yokum | LPL Enterprise, LLC BD affiliated | Key Investment Services LLC BD affiliated | Affiliated broker-dealer or bank to another | May 19, 2026 | May 20, 2026 |
| Minuet Priscilla Vazquez Caldwell | Cetera Investment Advisers LLC BD affiliated | Key Investment Services LLC BD affiliated | Affiliated broker-dealer or bank to another | May 14, 2026 | May 11, 2026 |
| Raymond Lyle Durant | Advice And Planning Services BD affiliated | Key Investment Services LLC BD affiliated | Affiliated broker-dealer or bank to another | May 11, 2026 | Jun 1, 2026 |
| Megan E Sloma | Cetera Investment Advisers LLC BD affiliated | Key Investment Services LLC BD affiliated | Affiliated broker-dealer or bank to another | May 8, 2026 | Jul 7, 2026 (60 d) |
| Camilla B Merrick | Wilmington Trust Investment Advisors, Inc. other | Key Investment Services LLC BD affiliated | Other | May 7, 2026 | May 28, 2026 |
| Turkessa Amoah | Equitable Advisors, LLC national BD | Key Investment Services LLC BD affiliated | Affiliated broker-dealer or bank to another | May 7, 2026 | May 14, 2026 |
| Gabriel Labianca | Pnc Wealth Management BD affiliated | Key Investment Services LLC BD affiliated | Affiliated broker-dealer or bank to another | May 6, 2026 | May 13, 2026 |
| Victoria Marie James | Equitable Advisors, LLC national BD | Key Investment Services LLC BD affiliated | Affiliated broker-dealer or bank to another | May 5, 2026 | May 14, 2026 |
| Andrew J. Nothstine | Wesbanco Securities, Inc. BD affiliated | Key Investment Services LLC BD affiliated | Affiliated broker-dealer or bank to another | Apr 22, 2026 | Apr 9, 2026 |
| Danila Vasiukou | Principal Securities, Inc. BD affiliated | Key Investment Services LLC BD affiliated | Affiliated broker-dealer or bank to another | Apr 21, 2026 | Jun 2, 2026 (42 d) |
| Joshua Vernon | Principal Securities, Inc. BD affiliated | Key Investment Services LLC BD affiliated | Affiliated broker-dealer or bank to another | Apr 16, 2026 | May 13, 2026 |
| James Joseph Schroeder | Huntington Financial Advisors BD affiliated | Key Investment Services LLC BD affiliated | Affiliated broker-dealer or bank to another | Apr 13, 2026 | Apr 8, 2026 |
| Steven Andrew Lee | Huntington Financial Advisors BD affiliated | Key Investment Services LLC BD affiliated | Affiliated broker-dealer or bank to another | Apr 13, 2026 | Apr 13, 2026 |
| Jennifer Uzzi | J.P. Morgan Securities LLC wirehouse | Key Investment Services LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Apr 10, 2026 | Sep 1, 2026 (144 d) |
| Luca Luigi Solimeno | Equitable Advisors, LLC national BD | Key Investment Services LLC BD affiliated | Affiliated broker-dealer or bank to another | Apr 9, 2026 | Jul 21, 2026 (103 d) |
| Mitchell Aaron Ruff | Equitable Advisors, LLC national BD | Key Investment Services LLC BD affiliated | Affiliated broker-dealer or bank to another | Mar 16, 2026 | Apr 15, 2026 |
| Genevra Ashley Mitrovich | Equitable Advisors, LLC national BD | Key Investment Services LLC BD affiliated | Affiliated broker-dealer or bank to another | Mar 11, 2026 | Mar 12, 2026 |
| Tammy Sue Dickson | Thrivent Investment Management Inc. BD affiliated | Key Investment Services LLC BD affiliated | Affiliated broker-dealer or bank to another | Feb 5, 2026 | Feb 19, 2026 |
| Danny Kim | Eagle Strategies LLC BD affiliated | Key Investment Services LLC BD affiliated | Affiliated broker-dealer or bank to another | Feb 4, 2026 | Feb 20, 2026 |
| Mark R Schneider | Fifth Third Securities, Inc. BD affiliated | Key Investment Services LLC BD affiliated | Affiliated broker-dealer or bank to another | Jan 20, 2026 | Jan 15, 2026 |
| Thomas E Stritt | Morgan Stanley wirehouse | Key Investment Services LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jan 16, 2026 | Feb 3, 2026 |
| Jeremy James Falcone | LPL Financial LLC BD affiliated | Key Investment Services LLC BD affiliated | Affiliated broker-dealer or bank to another | Jan 15, 2026 | Jan 16, 2026 |
| Binfeng Hou | Equitable Advisors, LLC national BD | Key Investment Services LLC BD affiliated | Affiliated broker-dealer or bank to another | Jan 15, 2026 | Feb 26, 2026 (42 d) |
| Jackson Winget | Strategic Advisers LLC national BD | Key Investment Services LLC BD affiliated | Affiliated broker-dealer or bank to another | Jan 14, 2026 | Apr 17, 2026 (93 d) |
| Scott E. Moulton | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Key Investment Services LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jan 9, 2026 | Jan 20, 2026 |
| Pallavi Shrestha | Equitable Advisors, LLC national BD | Key Investment Services LLC BD affiliated | Affiliated broker-dealer or bank to another | Jan 9, 2026 | Mar 9, 2026 (59 d) |
| Ronald Bellamy | Empower Advisory Group, LLC BD affiliated | Key Investment Services LLC BD affiliated | Affiliated broker-dealer or bank to another | Jan 6, 2026 | Jan 7, 2026 |
| Ashley Gisel Drogon | Wells Fargo Advisors wirehouse | Key Investment Services LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jan 5, 2026 | Jan 6, 2026 |
| Caleb Robert David Boy | Newedge Advisors BD affiliated | Key Investment Services LLC BD affiliated | Affiliated broker-dealer or bank to another | Jan 5, 2026 | Jan 7, 2026 |
| Chyron Michael Williamson | Cdfinancial state registered | Key Investment Services LLC BD affiliated | Other | Dec 26, 2025 | Feb 6, 2026 (42 d) |
| Yashasvi Singh | Equitable Advisors, LLC national BD | Key Investment Services LLC BD affiliated | Affiliated broker-dealer or bank to another | Dec 15, 2025 | Jan 26, 2026 (42 d) |
| Patrick Ryne Mckinley | Bankers Life Advisory Services, Inc. BD affiliated | Key Investment Services LLC BD affiliated | Affiliated broker-dealer or bank to another | Dec 8, 2025 | Dec 9, 2025 |
| Sofia Carter | J.P. Morgan Securities LLC wirehouse | Key Investment Services LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Dec 3, 2025 | Dec 17, 2025 |
| Perry Laulu | J.P. Morgan Securities LLC wirehouse | Key Investment Services LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Nov 30, 2025 | Dec 4, 2025 |
| Michael Robert Agricola | J.P. Morgan Securities LLC wirehouse | Key Investment Services LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Nov 17, 2025 | Dec 3, 2025 |
| Brian Mark Kornelis | Northwestern Mutual Investment Services,LLC no RAUM | Key Investment Services LLC BD affiliated | Other | Nov 17, 2025 | Dec 11, 2025 |
| Roosevelt Terry | Empower Advisory Group, LLC BD affiliated | Key Investment Services LLC BD affiliated | Affiliated broker-dealer or bank to another | Nov 7, 2025 | Feb 18, 2026 (103 d) |
| Michael James Fairchild | MML Investors Services, LLC BD affiliated | Key Investment Services LLC BD affiliated | Affiliated broker-dealer or bank to another | Nov 5, 2025 | Dec 1, 2025 |
| Peter Michael Bushman | Hsbc Securities (USA) Inc. BD affiliated | Key Investment Services LLC BD affiliated | Affiliated broker-dealer or bank to another | Oct 15, 2025 | Oct 16, 2025 |
| John Hanna | Charles Schwab & Co., Inc. national BD | Key Investment Services LLC BD affiliated | Affiliated broker-dealer or bank to another | Oct 15, 2025 | Oct 15, 2025 |
| Jacob Robert Vanhousen | Principal Securities, Inc. BD affiliated | Key Investment Services LLC BD affiliated | Affiliated broker-dealer or bank to another | Oct 14, 2025 | Nov 12, 2025 |
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750 moves match.