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
Shane Adam Kendrick
Certified Financial Planner
Feed of 09/14/2026
Also filed as Shane Kendrick
At current firm
1 y
since Oct 29, 2024
In the industry
17 y
since Apr 15, 2009 (earliest exam, job or registration)
Prior registered firms
5
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Huntington Financial Advisors BD affiliated currentsince Oct 29, 2024 · Greenville, Sc
- Truist Advisory Services, Inc. BD affiliatedFeb 17, 2021 to Sep 5, 2024 · Atlanta, Ga
- Bb&T Securities, LLC formerJan 2, 2018 to Feb 17, 2021 · Charlotte, Nc
- Bb&T Investment Services, Inc. formerFeb 21, 2017 to Jan 2, 2018 · Charlotte, Nc
- Bb&T Investment Services, Inc. formerJun 24, 2011 to Mar 11, 2014 · Charlotte, Nc
- Wells Fargo Advisors wirehouseApr 16, 2009 to Jan 20, 2011 · Greenville, Sc
Moves
a registration end followed by a registration begin elsewhere
- Truist Advisory Services, Inc. to Huntington Financial Advisorsleft Sep 5, 2024, registered Oct 29, 2024 (54 days) · Affiliated broker-dealer or bank to another
- 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
- Wells Fargo Advisors to Bb&T Investment Services, Inc.left Jan 20, 2011, registered Jun 24, 2011 (155 days) · Wirehouse to a newly registered adviser (no RAUM reported yet)
Signals
- Shane Adam Kendrick left Truist Advisory Services, Inc. for Huntington Financial Advisors (registered 2024-10-29)Sep 5, 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
- 17derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address