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.
Registered advisor
Ronald Harris Mcneese
Feed of 09/14/2026
Also filed as Buddy Mcneese
At current firm
3 y
since Oct 20, 2022
In the industry
31 y
since Aug 31, 1995 (earliest exam, job or registration)
Prior registered firms
7
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Kestra Advisory Services, LLC BD affiliated currentsince Oct 20, 2022 · Austin, Tx
- Bcg Securities, Inc. independent RIASep 9, 2015 to Oct 10, 2022 · St. Simons Island, Ga
- Temenos Advisory, Inc. formerApr 10, 2015 to Sep 22, 2015 · St. Simons Island, Ga
- Temenos Advisory, Inc. formerJan 15, 2014 to Dec 31, 2014 · Litchfield, Ct
- Temenos Advisory, Inc. formerJan 2, 2013 to Dec 31, 2013 · Litchfield, Ct
- Raymond James Financial Services Advisors, Inc BD affiliatedJan 2, 2009 to Apr 30, 2010 · Saint Petersburg, Fl
- Raymond James Financial Services, Inc. unclassifiedAug 9, 2006 to Jan 2, 2009 · St. Simons Island, Ga
- Wells Fargo Advisors wirehouseSep 14, 2004 to Aug 4, 2006 · Brunswick, Ga
Moves
a registration end followed by a registration begin elsewhere
- Bcg Securities, Inc. to Kestra Advisory Services, LLCleft Oct 10, 2022, registered Oct 20, 2022 (10 days) · Affiliated broker-dealer or bank to another
- Temenos Advisory, Inc. to Bcg Securities, Inc.left Sep 22, 2015, registered Sep 9, 2015 (-13 days) · Other
- Raymond James Financial Services Advisors, Inc to Temenos Advisory, Inc.left Apr 30, 2010, registered Jan 2, 2013 (978 days) · Other
- Raymond James Financial Services, Inc. to Raymond James Financial Services Advisors, Incleft Jan 2, 2009, registered Jan 2, 2009 (0 days) · corporate re-registration, not a move
- Wells Fargo Advisors to Raymond James Financial Services, Inc.left Aug 4, 2006, registered Aug 9, 2006 (5 days) · Other
Signals
- Ronald Harris Mcneese left Bcg Securities, Inc. for Kestra Advisory Services, Llc (registered 2022-10-20)Oct 10, 2022 · 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
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 31derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address