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.
Feed of 09/14/2026
Also filed as Keith William Minogue
At current firm
3 y
since Mar 31, 2023
In the industry
31 y
since Jun 6, 1995 (earliest exam, job or registration)
Prior registered firms
1
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S65, S63
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Corient independent RIA currentsince Mar 31, 2023 · Naples, Fl
- Segall Bryant & Hamill otherFeb 26, 2015 to Dec 14, 2023 · Chicago, Il
Moves
a registration end followed by a registration begin elsewhere
- Segall Bryant & Hamill to Corientleft Dec 14, 2023, registered Mar 31, 2023 (-258 days) · Other · moved with a team
Signals
- Keith William Minogue left Segall Bryant & Hamill for Corient (registered 2023-03-31)Dec 14, 2023 · Advisor changed firm · fact
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 31derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address