Independent Broker-Dealer · Independent channel
Key Investment Services
Historical source-named origin destination added during 2026 transaction review.
- Website
- key.com
- Regulator record
- KEY INVESTMENT SERVICES LLC (FINRA)
Recorded arrivals
0
Teams and practices joining in 2026
Recorded departures
1
Teams and practices leaving in 2026
Arrival assets
—
Reported practice assets · 0 of 0 disclosed
Departure assets
$140M
Reported practice assets · 1 of 1 disclosed
Arrivals and departures are counted separately, not netted.
Monthly arrivals by origin category
Where arriving teams came from, by month
Wirehouses, Banks & BDsRIAIndependent Broker-Dealer
Arrivals came from
Origin firms, by number of teams
No recorded arrivals in 2026.
Departures went to
Destination firms, by number of teams
Arrivals 0
Teams joining Key Investment Services in 2026. Open a team for its source record.
No recorded arrivals in 2026.
Departures 1
Teams leaving Key Investment Services in 2026.
| Date | Pattern | Team / advisor(s) | To | Reported assets | Source |
|---|---|---|---|---|---|
| Apr 8 | Lateral | Jeffrey Flamm, Kevin SmithMiamisburg, OH | Ameriprise Independent AdvisorsIndependent Broker-Dealer | $140M | Press Release |
Data through October 31, 2026. See the methodology for how transactions, assets and sources are defined.