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 Hancock Capital Management, 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.

AdvisorFromToTypeLeftRegistered
Craig M KilmerHancock Capital Management, Inc. otherPrincipal Securities, Inc. otherOtherApr 1, 2026Jun 15, 2010
Allan Gene HancockHancock Capital Management, Inc. otherLPL Financial LLC BD affiliatedOtherApr 1, 2026Aug 28, 2025
Robert Elwood DonlanHancock Capital Management, Inc. otherCadaret Grant & Co Inc BD affiliatedOtherApr 1, 2026Jan 31, 2024
Walter J SedlockHancock Capital Management, Inc. otherLPL Financial LLC BD affiliatedOtherApr 1, 2026Jul 15, 2025
David Michael EdwardsHancock Capital Management, Inc. otherCadaret Grant & Co Inc otherOtherSep 5, 2025May 10, 2017
Zachary HonessHancock Capital Management, Inc. otherSecure Asset Management, L.L.C. independent RIAOtherNov 1, 2024Nov 1, 2024
Robert James BeckHancock Capital Management, Inc. otherPrincipal Securities, Inc. BD affiliatedOtherDec 31, 2016Mar 6, 2021 (1526 d)
John Edward FlemingHancock Capital Management, Inc. other1st Global Advisors Inc otherOtherAug 3, 2005Oct 17, 2007 (805 d)
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8 moves match.