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.
Terri A Canterbury
- Title
- Investment Advisor Representativereportedthekig.comfirm site, Sep 16, 2026
- Direct business phone
- 281-359-7900reportedthekig.comfirm site, Sep 16, 2026
- Professional profile
- THEKIG.COM/terri-canterbury?profilelayoutmode=lightreportedthekig.comfirm site, Sep 16, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- Kingwood Investment Group independent RIA currentsince Apr 1, 2025 · Kingwood, Tx
- Next Financial Group, Inc. formerJan 2, 2020 to Apr 1, 2025 · Galveston, Tx
- Cetera Advisor Networks LLC formerSep 4, 2013 to Dec 31, 2019 · Omaha, Ne
- Hsbc Securities (USA) Inc. BD affiliatedJan 22, 2007 to Dec 31, 2007 · Troy, Ny
- Next Financial Group, Inc. to Kingwood Investment Groupleft Apr 1, 2025, registered Apr 1, 2025 (0 days) · Affiliated broker-dealer or bank to independent RIA
- Cetera Advisor Networks LLC to Next Financial Group, Inc.left Dec 31, 2019, registered Jan 2, 2020 (2 days) · Affiliated broker-dealer or bank to another
- Hsbc Securities (USA) Inc. to Cetera Advisor Networks LLCleft Dec 31, 2007, registered Sep 4, 2013 (2074 days) · Other
- Terri A Canterbury left Next Financial Group, Inc. for Kingwood Investment Group (registered 2025-04-01)Apr 1, 2025 · Advisor changed firm · fact
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.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 19derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address