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
Claiborne Brunot Lagrone
Feed of 09/14/2026
Also filed as Clay Lagrone
At current firm
1 y
since Dec 11, 2024
In the industry
28 y
since May 6, 1998 (earliest exam, job or registration)
Prior registered firms
6
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S65, S63
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- LPL Financial LLC BD affiliated currentsince Dec 11, 2024 · Lucedale, Ms
- Hancock Whitney Investment Services Inc. independent RIAFeb 13, 2018 to Mar 24, 2020 · New Orleans, La
- Allstate Financial Advisors, LLC BD affiliatedApr 21, 2016 to Feb 12, 2018 · Moss Point, Ms
- Voya Financial Advisors, Inc. BD affiliatedAug 21, 2014 to Apr 28, 2016 · Biloxi, Ms
- LPL Financial LLC BD affiliatedApr 6, 2010 to Aug 27, 2014 · Ocean Springs, Ms
- Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseSep 22, 2006 to Apr 13, 2010 · Biloxi, Ms
- Prudential Equity Group, LLC unclassifiedDec 6, 2000 to Feb 3, 2003 · Mobile, Al
Moves
a registration end followed by a registration begin elsewhere
- Hancock Whitney Investment Services Inc. to LPL Financial LLCleft Mar 24, 2020, registered Dec 11, 2024 (1723 days) · Affiliated broker-dealer or bank to another
- Allstate Financial Advisors, LLC to Hancock Whitney Investment Services Inc.left Feb 12, 2018, registered Feb 13, 2018 (1 days) · Other
- Voya Financial Advisors, Inc. to Allstate Financial Advisors, LLCleft Apr 28, 2016, registered Apr 21, 2016 (-7 days) · Other
- LPL Financial LLC to Voya Financial Advisors, Inc.left Aug 27, 2014, registered Aug 21, 2014 (-6 days) · Other
- Merrill Lynch, Pierce, Fenner & Smith Incorporated to LPL Financial LLCleft Apr 13, 2010, registered Apr 6, 2010 (-7 days) · Other
- Prudential Equity Group, LLC to Merrill Lynch, Pierce, Fenner & Smith Incorporatedleft Feb 3, 2003, registered Sep 22, 2006 (1327 days) · Other
Signals
No dated event on this person.
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
- 28derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address