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
Donald A Keeney
Certified Financial Planner · Chartered Financial Analyst
Feed of 09/15/2026
At current firm
0 y
since Jan 6, 2026
In the industry
20 y
since Apr 24, 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
n/a
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Cahaba Wealth Management, Inc. independent RIA currentsince Jan 6, 2026 · Nashville, Tn
- M Capital Advisors formerApr 16, 2013 to Aug 13, 2021 · Nashville, Tn
- J.J.B. Hilliard, W.L. Lyons, LLC formerApr 4, 2011 to Jun 7, 2011 · Louisville, Ky
- Hilliard Lyons Capital Management, LLC unclassifiedApr 1, 2008 to Apr 11, 2011 · Louisville, Ky
- J.J.B. Hilliard, W.L. Lyons, LLC formerApr 24, 2006 to Apr 1, 2008 · Louisville, Ky
Moves
a registration end followed by a registration begin elsewhere
- M Capital Advisors to Cahaba Wealth Management, Inc.left Aug 13, 2021, registered Jan 6, 2026 (1607 days) · RIA to RIA
- J.J.B. Hilliard, W.L. Lyons, LLC to M Capital Advisorsleft Jun 7, 2011, registered Apr 16, 2013 (679 days) · Other
- Hilliard Lyons Capital Management, LLC to J.J.B. Hilliard, W.L. Lyons, LLCleft Apr 11, 2011, registered Apr 4, 2011 (-7 days) · Other
- J.J.B. Hilliard, W.L. Lyons, LLC to Hilliard Lyons Capital Management, LLCleft Apr 1, 2008, registered Apr 1, 2008 (0 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
- Independent wealth managerderived
- Years in industry
- 20derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address