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 First Tennessee Advisory Services, 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
William Donavan Krag	First Tennessee Advisory Services, Inc. other	Suntrust Investment Services, Inc. other	Other	Oct 10, 2013	Mar 17, 2014 (158 d)
Lopez Duane Davis	First Tennessee Advisory Services, Inc. other	Cuna Brokerage Services, Inc. other	Other	Oct 10, 2013	Jul 15, 2015 (643 d)
Michael William Hardin	First Tennessee Advisory Services, Inc. other	Raymond James & Associates, Inc. national BD	Other	Oct 10, 2013	Feb 6, 2023 (3406 d)
Christopher George Frank	First Tennessee Advisory Services, Inc. other	Raymond James Financial Services Advisors, Inc BD affiliated	Other	Oct 10, 2013	Aug 11, 2022 (3227 d)
Deanna Marie Gonzalez	First Tennessee Advisory Services, Inc. other	Morgan Stanley wirehouse	Other	Oct 10, 2013	Jan 19, 2023 (3388 d)
Michael Tod Williams	First Tennessee Advisory Services, Inc. other	Raymond James Financial Services Advisors, Inc BD affiliated	Other	Oct 10, 2013	Feb 17, 2023 (3417 d)
Michael John Fredi	First Tennessee Advisory Services, Inc. other	First Horizon Advisors, Inc other	Other	Oct 10, 2013	Oct 10, 2013
John Marion Hopper	First Tennessee Advisory Services, Inc. other	Cambridge Investment Research Advisors, Inc. other	Other	Oct 10, 2013	Sep 30, 2015 (720 d)
Gregory Brian Steisslinger	First Tennessee Advisory Services, Inc. other	First Horizon Advisors, Inc other	Other	Oct 10, 2013	Jan 28, 2009
Anne Marie Reed	First Tennessee Advisory Services, Inc. other	First Horizon Advisors, Inc other	Other	Oct 10, 2013	Feb 17, 2009
Robert Allen Eddins	First Tennessee Advisory Services, Inc. other	Tvamp, LLC other	Other	Oct 10, 2013	Dec 19, 2016 (1166 d)
Thor Eric Victorson	First Tennessee Advisory Services, Inc. other	First Horizon Advisors, Inc other	Other	Oct 10, 2013	Oct 10, 2013
Eric Coleman Fountain	First Tennessee Advisory Services, Inc. other	Raymond James Financial Services Advisors, Inc BD affiliated	Other	Oct 10, 2013	Aug 12, 2022 (3228 d)
Darren Keith Mcguire	First Tennessee Advisory Services, Inc. other	Raymond James Financial Services Advisors, Inc BD affiliated	Other	Oct 10, 2013	Mar 17, 2026 (4541 d)
Michael Griffin Conaty	First Tennessee Advisory Services, Inc. other	Tvamp, LLC other	Other	Oct 10, 2013	Nov 9, 2016 (1126 d)
Kathleen Anne Heverley	First Tennessee Advisory Services, Inc. other	Edward Jones national BD	Other	Oct 10, 2013	Mar 21, 2019 (1988 d)
Glenn M Bradley	First Tennessee Advisory Services, Inc. other	First Horizon Advisors, Inc other	Other	Oct 10, 2013	Oct 10, 2013
Todd Daniel Ruston	First Tennessee Advisory Services, Inc. other	First Horizon Advisors, Inc other	Other	Oct 10, 2013	Oct 10, 2013
John Christopher Zoccola	First Tennessee Advisory Services, Inc. other	B. Riley Wealth Advisors, Inc. BD affiliated	Other	Oct 10, 2013	Aug 11, 2022 (3227 d)
Hunter Harrison Coords	First Tennessee Advisory Services, Inc. other	Raymond James Financial Services Advisors, Inc BD affiliated	Other	Oct 10, 2013	Sep 24, 2019 (2175 d)
Scott Mason Linn	First Tennessee Advisory Services, Inc. other	Bcs Wealth Management, LLC independent RIA	Other	Oct 10, 2013	Sep 21, 2021 (2903 d)
Chaunda Linnea Jetton	First Tennessee Advisory Services, Inc. other	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Other	Oct 10, 2013	Dec 2, 2014 (418 d)
David A Lookadoo	First Tennessee Advisory Services, Inc. other	Principal Securities, Inc. other	Other	Oct 10, 2013	May 15, 2017 (1313 d)
Benjamin S Barnett	First Tennessee Advisory Services, Inc. other	First Horizon Advisors, Inc other	Other	Oct 10, 2013	Oct 10, 2013
Dean Drew Makinster	First Tennessee Advisory Services, Inc. other	First Horizon Advisors, Inc other	Other	Oct 10, 2013	Jul 28, 2008
Tamekia Yolanda Thompson	First Tennessee Advisory Services, Inc. other	Nfp Advisor Services, LLC other	Other	Oct 10, 2013	Nov 12, 2014 (398 d)
David K Tomita	First Tennessee Advisory Services, Inc. other	Cetera Investment Advisers LLC BD affiliated	Other	Oct 10, 2013	Feb 20, 2019 (1959 d)
Walton Wayne Driggers	First Tennessee Advisory Services, Inc. other	First Horizon Advisors, Inc other	Other	Oct 10, 2013	Oct 10, 2013
Jeremy Tyler Mikkelsen	First Tennessee Advisory Services, Inc. other	Edward Jones national BD	Other	Oct 10, 2013	Apr 26, 2016 (929 d)
Adriel Darrell Mccord	First Tennessee Advisory Services, Inc. other	First Horizon Advisors, Inc other	Other	Oct 10, 2013	Oct 10, 2013
Travis Rene Lemonte	First Tennessee Advisory Services, Inc. other	First Horizon Advisors, Inc other	Other	Oct 10, 2013	Oct 10, 2013
Bradford Harry Buckshorn	First Tennessee Advisory Services, Inc. other	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Other	Oct 10, 2013	Sep 20, 2016 (1076 d)
Kathryn Williams Satterthwaite	First Tennessee Advisory Services, Inc. other	Raymond James & Associates, Inc. national BD	Other	Oct 10, 2013	Aug 20, 2024 (3967 d)
Benjamin D Nicol	First Tennessee Advisory Services, Inc. other	Raymond James Financial Services Advisors, Inc BD affiliated	Other	Oct 10, 2013	Aug 12, 2022 (3228 d)
David Wayne Buntin	First Tennessee Advisory Services, Inc. other	First Horizon Advisors, Inc other	Other	Oct 10, 2013	Oct 10, 2013
John Leslie Keller	First Tennessee Advisory Services, Inc. other	Edward Jones national BD	Other	Sep 27, 2013	May 12, 2014 (227 d)
George Thompson Bryant	First Tennessee Advisory Services, Inc. other	Hhm Wealth Advisors, LLC other	Other	Jul 26, 2013	Oct 22, 2013 (88 d)
Heather Patricia Mckinney	First Tennessee Advisory Services, Inc. other	Raymond James Financial Services Advisors, Inc other	Other	May 10, 2013	Sep 16, 2013 (129 d)
Lea Taylor Townes	First Tennessee Advisory Services, Inc. other	Wells Fargo Advisors wirehouse	Other	Apr 24, 2013	Apr 25, 2013
Hunter Tedford Mills	First Tennessee Advisory Services, Inc. other	Curian Capital, LLC other	Other	Feb 4, 2013	Jan 26, 2015 (721 d)
Melinda G Rogers	First Tennessee Advisory Services, Inc. other	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Other	Jan 9, 2013	Jan 30, 2013
James Rhett Lankford	First Tennessee Advisory Services, Inc. other	Cetera Investment Services LLC other	Other	Dec 4, 2012	Jan 11, 2013 (38 d)
Cecil Adair Godman	First Tennessee Advisory Services, Inc. other	Mercury Investment Group independent RIA	Other	Aug 2, 2012	Dec 9, 2025 (4877 d)
Daniel John Rivera	First Tennessee Advisory Services, Inc. other	Synovus Securities, Inc. other	Other	Feb 22, 2012	Mar 1, 2012
James Windham Rorie	First Tennessee Advisory Services, Inc. other	Suntrust Investment Services, Inc. other	Other	Feb 2, 2012	Feb 2, 2012
Stephen Piacentini	First Tennessee Advisory Services, Inc. other	LPL Financial LLC other	Other	Nov 23, 2011	Nov 30, 2011
Jeffrey Nelms Boone	First Tennessee Advisory Services, Inc. other	Truist Advisory Services, Inc. no RAUM	Other	Oct 3, 2011	Aug 30, 2016 (1793 d)
Adam Paul Burnett	First Tennessee Advisory Services, Inc. other	Suntrust Investment Services, Inc. other	Other	Jul 1, 2011	Jul 7, 2011
Maureen Anne Maciver	First Tennessee Advisory Services, Inc. other	Cary Street Partners other	Other	Jun 2, 2011	Jun 17, 2011
Douglas William Tabor	First Tennessee Advisory Services, Inc. other	Concert Advisors no RAUM	Other	Jun 1, 2011	Jan 19, 2012 (232 d)
Michael Carlton Smith	First Tennessee Advisory Services, Inc. other	Charles Schwab & Co., Inc. national BD	Other	May 18, 2011	Jun 20, 2011 (33 d)
Jeffrey Bruce Knight	First Tennessee Advisory Services, Inc. other	Pnc Managed Account Solutions, Inc. other	Other	Mar 31, 2011	Jul 14, 2011 (105 d)
Hulon Otis Warlick	First Tennessee Advisory Services, Inc. other	Commonwealth Financial Network national BD	Other	Nov 3, 2010	Nov 20, 2010
Stacey Stephenson Hyde	First Tennessee Advisory Services, Inc. other	Commonwealth Financial Network national BD	Other	Nov 3, 2010	Nov 3, 2010
Jeffrey Boyd Reed	First Tennessee Advisory Services, Inc. other	Ameriprise Financial Services, LLC national BD	Other	Oct 25, 2010	Jan 1, 2026 (5547 d)
Michael Paul Harris	First Tennessee Advisory Services, Inc. other	Next Financial Group, Inc. other	Other	Oct 19, 2010	Apr 1, 2011 (164 d)
Todd Paul Redd	First Tennessee Advisory Services, Inc. other	Woodbury Financial Services, Inc. other	Other	Feb 25, 2010	Sep 2, 2010 (189 d)
Thomas Steven Wegner	First Tennessee Advisory Services, Inc. other	Colonial Asset Management Inc unclassified	Other	Apr 17, 2009	Apr 23, 2009
Jeffrey Lee Francis	First Tennessee Advisory Services, Inc. other	Raymond James Financial Services Advisors, Inc other	Other	Jan 15, 2009	Jan 27, 2009

Page 1 of 1

59 moves match.