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
Maunsel Mcdonald Hickey
Feed of 09/14/2026
At current firm
4 y
since Nov 10, 2021
In the industry
20 y
since Feb 4, 2006 (earliest exam, job or registration)
Prior registered firms
4
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
0
dated events on this person
Registration history
IAPD current and previous registrations
- American Capital Advisory, LLC independent RIA currentsince Nov 10, 2021 · Ketchum, Id
- Mercer Global Advisors Inc. independent RIAJul 21, 2020 to Nov 2, 2021 · Ketchum, Id
- Clearrock Capital LLC formerApr 29, 2019 to Dec 31, 2020 · Ketchum, Id
- Bb&T Securities, LLC formerJan 2, 2013 to Oct 14, 2016 · Richmond, Va
- Scott & Stringfellow, LLC formerFeb 9, 2006 to Jan 2, 2013 · Richmond, Va
Moves
a registration end followed by a registration begin elsewhere
- Mercer Global Advisors Inc. to American Capital Advisory, LLCleft Nov 2, 2021, registered Nov 10, 2021 (8 days) · RIA to RIA
- Clearrock Capital LLC to Mercer Global Advisors Inc.left Dec 31, 2020, registered Jul 21, 2020 (-163 days) · RIA to RIA · moved with a team
- Bb&T Securities, LLC to Clearrock Capital LLCleft Oct 14, 2016, registered Apr 29, 2019 (927 days) · Other
- Scott & Stringfellow, LLC to Bb&T Securities, LLCleft Jan 2, 2013, registered Jan 2, 2013 (0 days) · corporate re-registration, not a move
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
- Independent wealth managerderived
- Years in industry
- 20derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address