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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Craig M Kilmer | Hancock Capital Management, Inc. other | Principal Securities, Inc. other | Other | Apr 1, 2026 | Jun 15, 2010 |
| Allan Gene Hancock | Hancock Capital Management, Inc. other | LPL Financial LLC BD affiliated | Other | Apr 1, 2026 | Aug 28, 2025 |
| Robert Elwood Donlan | Hancock Capital Management, Inc. other | Cadaret Grant & Co Inc BD affiliated | Other | Apr 1, 2026 | Jan 31, 2024 |
| Walter J Sedlock | Hancock Capital Management, Inc. other | LPL Financial LLC BD affiliated | Other | Apr 1, 2026 | Jul 15, 2025 |
| David Michael Edwards | Hancock Capital Management, Inc. other | Cadaret Grant & Co Inc other | Other | Sep 5, 2025 | May 10, 2017 |
| Zachary Honess | Hancock Capital Management, Inc. other | Secure Asset Management, L.L.C. independent RIA | Other | Nov 1, 2024 | Nov 1, 2024 |
| Robert James Beck | Hancock Capital Management, Inc. other | Principal Securities, Inc. BD affiliated | Other | Dec 31, 2016 | Mar 6, 2021 (1526 d) |
| John Edward Fleming | Hancock Capital Management, Inc. other | 1st Global Advisors Inc other | Other | Aug 3, 2005 | Oct 17, 2007 (805 d) |
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8 moves match.