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
Michelle Cook
Feed of 09/14/2026
Also filed as Michelle Lee Hoobler
At current firm
2 y
since Jan 9, 2024
In the industry
27 y
since Jun 2, 1999 (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
S66
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Keel Point, LLC independent RIA currentsince Jan 9, 2024 · Huntsville, Al
- Truist Advisory Services, Inc. BD affiliatedFeb 17, 2021 to Oct 10, 2023 · Atlanta, Ga
- Bb&T Securities, LLC formerJan 2, 2018 to Feb 17, 2021 · Charlotte, Nc
- Bb&T Investment Services, Inc. formerSep 8, 2010 to Jan 2, 2018 · Charlotte, Nc
- Sterne Agee Asset Management, Inc. formerJan 7, 2008 to Aug 31, 2010 · Birmingham, Al
- Lanark Financial, Inc. BD affiliatedJun 4, 2002 to Jan 7, 2008 · Mobile, Al
- Amsouth Investment Services, Inc. unclassifiedAug 24, 2000 to Jun 4, 2002 · Mobile, Al
Moves
a registration end followed by a registration begin elsewhere
- Truist Advisory Services, Inc. to Keel Point, LLCleft Oct 10, 2023, registered Jan 9, 2024 (91 days) · Affiliated broker-dealer or bank to independent RIA
- Bb&T Securities, LLC to Truist Advisory Services, Inc.left Feb 17, 2021, registered Feb 17, 2021 (0 days) · corporate re-registration, not a move
- Bb&T Investment Services, Inc. to Bb&T Securities, LLCleft Jan 2, 2018, registered Jan 2, 2018 (0 days) · corporate re-registration, not a move
- Sterne Agee Asset Management, Inc. to Bb&T Investment Services, Inc.left Aug 31, 2010, registered Sep 8, 2010 (8 days) · Other
- Lanark Financial, Inc. to Sterne Agee Asset Management, Inc.left Jan 7, 2008, registered Jan 7, 2008 (0 days) · Other
- Amsouth Investment Services, Inc. to Lanark Financial, Inc.left Jun 4, 2002, registered Jun 4, 2002 (0 days) · Other
Signals
- Michelle Cook left Truist Advisory Services, Inc. for Keel Point, Llc (registered 2024-01-09)Oct 10, 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
- 27derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address