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 Keel Point, LLC

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
John Aaron ChristensenKeel Point, LLC independent RIAStoryone Family Office no RAUMRIA to a newly registered adviserJul 15, 2024Jun 19, 2024
Cameron BondKeel Point, LLC independent RIAStoryone Family Office no RAUMRIA to a newly registered adviserJul 15, 2024Jun 19, 2024
Madeline Rose BayneKeel Point, LLC independent RIAStoryone Family Office independent RIARIA to RIAJul 15, 2024Feb 27, 2026 (592 d)
Scott Alan MontesKeel Point, LLC independent RIACloud Investments, LLC independent RIARIA to RIAJan 31, 2024Jan 26, 2024
Christina Diane KeysKeel Point, LLC independent RIABuckingham Strategic Wealth, LLC independent RIARIA to RIAJul 3, 2023Aug 11, 2023 (39 d)
Joseph Christian WilliamsKeel Point, LLC independent RIACapital Management LLC independent RIARIA to RIAJun 2, 2023Jun 15, 2023
Joseph R AgeeKeel Point, LLC independent RIAMorgan Stanley wirehouseRIA to wirehouseMar 31, 2023Mar 5, 2024 (340 d)
Michael E SullivanKeel Point, LLC independent RIAT. Rowe Price Advisory Services, Inc. BD affiliatedRIA to affiliated broker-dealer or bankMar 22, 2023Sep 16, 2024 (544 d)
Zackery BarnettKeel Point, LLC independent RIAEdward Jones national BDRIA to affiliated broker-dealer or bankJan 27, 2023Mar 13, 2025 (776 d)
Kristy Jean WadeKeel Point, LLC independent RIARaymond James & Associates, Inc. national BDRIA to affiliated broker-dealer or bankAug 10, 2022Sep 9, 2022
Kay Renneisen HughesKeel Point, LLC independent RIACadaret Grant & Co Inc BD affiliatedRIA to affiliated broker-dealer or bankJul 11, 2022Jul 1, 2022
Christian Robert PolitoKeel Point, LLC independent RIASpire Wealth Management, LLC BD affiliatedRIA to affiliated broker-dealer or bankApr 16, 2021Apr 20, 2021
Kimberly Ruth KeyKeel Point, LLC independent RIACwa Naples, LLC independent RIARIA to RIAAug 27, 2020Feb 24, 2021 (181 d)
David T CanhamKeel Point, LLC independent RIASpire Wealth Management, LLC BD affiliatedRIA to affiliated broker-dealer or bankJul 14, 2020Jul 14, 2020
Caroline GabigKeel Point, LLC independent RIALPL Financial LLC BD affiliatedRIA to affiliated broker-dealer or bankOct 16, 2019Oct 24, 2019
William Bonham ScogginsKeel Point, LLC independent RIASvb Investment Services Inc. independent RIARIA to RIAAug 6, 2019Feb 12, 2020 (190 d)
Margaret B AaronKeel Point, LLC independent RIAMorgan Stanley wirehouseRIA to wirehouseJul 1, 2019Jul 30, 2019
William Anderson PuseyKeel Point, LLC independent RIAKimble Advisory, LLC independent RIARIA to RIAApr 1, 2019Apr 1, 2019
James Dustin BeallKeel Point, LLC independent RIATruist Advisory Services, Inc. otherOtherApr 27, 2018Feb 14, 2018
Alan Lee BagwellKeel Point, LLC otherProvidence Wealth Advisors, LLC state registeredOtherJan 16, 2018Feb 22, 2018 (37 d)
Lane Mark JerdalKeel Point, LLC otherValic Financial Advisors, Inc. otherOtherMay 22, 2017May 24, 2017
Abraham M. GlaserKeel Point, LLC otherRBC Capital Markets, LLC national BDOtherJun 16, 2016Jun 16, 2016
Scott MorgenthalerKeel Point, LLC otherJ.P. Morgan Securities LLC wirehouseOtherSep 9, 2015Mar 25, 2024 (3120 d)
Holly Elizabeth VillasiKeel Point, LLC otherCreative Planning otherOtherMay 27, 2015May 19, 2015
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24 moves match.