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

Michael Sauve Koury

Frost Investment ServicesBD affiliatedSan Antonio, Txdual registrantIAPD 4672729

Feed of 09/14/2026

Also filed as Michael S. Koury

At current firm

2 y

since Apr 3, 2024

In the industry

23 y

since Aug 6, 2003 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65, S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Frost Investment Services BD affiliated current
since Apr 3, 2024 · San Antonio, Tx
Charles Schwab & Co., Inc. national BD
Jan 27, 2022 to Jan 10, 2024 · San Antonio, Tx
Td Ameritrade Investment Management, LLC former
Apr 11, 2018 to Sep 7, 2023 · San Antonio, Tx
Td Ameritrade, Inc. former
Apr 11, 2018 to Oct 14, 2022 · San Antonio, Tx
J.P. Morgan Securities LLC wirehouse
Apr 19, 2016 to Apr 4, 2018 · San Antonio, Tx
Advisors Asset Management, Inc. mixed wealth
Nov 6, 2012 to Feb 16, 2016 · Boerne, Tx
Raymond James & Associates, Inc. national BD
Mar 10, 2004 to Jul 6, 2006 · San Antonio, Tx

Moves

a registration end followed by a registration begin elsewhere

Charles Schwab & Co., Inc. to Frost Investment Services
left Jan 10, 2024, registered Apr 3, 2024 (84 days) · Affiliated broker-dealer or bank to another · moved with a team
Td Ameritrade Investment Management, LLC to Charles Schwab & Co., Inc.
left Sep 7, 2023, registered Jan 27, 2022 (-588 days) · corporate re-registration, not a move
Td Ameritrade, Inc. to Td Ameritrade Investment Management, LLC
left Oct 14, 2022, registered Apr 11, 2018 (-1647 days) · corporate re-registration, not a move
J.P. Morgan Securities LLC to Td Ameritrade, Inc.
left Apr 4, 2018, registered Apr 11, 2018 (7 days) · Other
Advisors Asset Management, Inc. to J.P. Morgan Securities LLC
left Feb 16, 2016, registered Apr 19, 2016 (63 days) · Other · moved with a team
Raymond James & Associates, Inc. to Advisors Asset Management, Inc.
left Jul 6, 2006, registered Nov 6, 2012 (2315 days) · Other

Signals

Michael Sauve Koury left Charles Schwab & Co., Inc. for Frost Investment Services (registered 2024-04-03)
Jan 10, 2024 · 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: 23derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address