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.
Advisor moves
Departures from Trustmark Investment Advisors, Inc.
A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Kenneth Fred Hubbard | Trustmark Investment Advisors, Inc. other | Leavell Investment Management, Inc. independent RIA | Other | Jan 2, 2023 | Jun 3, 2024 (518 d) |
| James Richard Lee | Trustmark Investment Advisors, Inc. other | Raymond James Financial Services Advisors, Inc BD affiliated | Other | Aug 12, 2021 | Oct 27, 2025 (1537 d) |
| Stan P. Purvis | Trustmark Investment Advisors, Inc. other | Uvest Financial Services Group, Inc. unclassified | Other | May 28, 2009 | Apr 24, 2006 |
| Mary Brooke Bryan | Trustmark Investment Advisors, Inc. other | Horne Wealth Advisors, LLC other | Other | May 28, 2009 | Jul 14, 2010 (412 d) |
| Douglas Paul Muenzenmay | Trustmark Investment Advisors, Inc. other | Soundpath Investment Advisors, LLC other | Other | Jun 18, 2007 | Apr 28, 2010 (1045 d) |
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5 moves match.