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 Whitney Investment 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
Matthew William Rodrigue	Hancock Whitney Investment Services Inc. other	Ameriprise Financial Services, LLC national BD	Other	Feb 24, 2015	Mar 16, 2015
Michael W. Marks	Hancock Whitney Investment Services Inc. other	J.P. Morgan Securities LLC wirehouse	Other	Feb 11, 2015	Feb 3, 2015
Thomas Jude Semmes Hughs	Hancock Whitney Investment Services Inc. other	Hornor, Townsend & Kent, LLC other	Other	Dec 2, 2014	Jul 16, 2015 (226 d)
Pamela Claire Milstead	Hancock Whitney Investment Services Inc. other	Wells Fargo Advisors wirehouse	Other	Jul 18, 2014	Oct 17, 2014 (91 d)
Nicholas Moragne	Hancock Whitney Investment Services Inc. other	Cetera Investment Advisers LLC other	Other	Jul 8, 2014	Jul 28, 2014
Jonathan Lawrence Hurd	Hancock Whitney Investment Services Inc. other	Essex National Securities, Inc. other	Other	May 27, 2014	May 21, 2014
Larry Cuervo	Hancock Whitney Investment Services Inc. other	Suntrust Investment Services, Inc. other	Other	Mar 14, 2014	Mar 21, 2014
Thomas Eugene Smith	Hancock Whitney Investment Services Inc. other	Pnc Wealth Management other	Other	Jan 24, 2014	Jan 14, 2014
Chad Anthony Pugh	Hancock Whitney Investment Services Inc. other	Cetera Investment Services LLC other	Other	Nov 15, 2013	Nov 27, 2013
Bret Patrick Boudreaux	Hancock Whitney Investment Services Inc. other	Osaic Wealth, Inc. other	Other	Aug 29, 2013	Aug 28, 2013
James Joseph Mcginty	Hancock Whitney Investment Services Inc. other	Pnc Wealth Management other	Other	Aug 8, 2013	Jul 30, 2013
Jay Roberson Nix	Hancock Whitney Investment Services Inc. other	Empower Advisory Group, LLC BD affiliated	Other	Aug 8, 2013	Dec 17, 2024 (4149 d)
Forrest Stephen Duncan	Hancock Whitney Investment Services Inc. other	Wells Fargo Advisors wirehouse	Other	Aug 8, 2013	Jul 31, 2013
Jennifer Rebecca Cullinan Gates	Hancock Whitney Investment Services Inc. other	Edward Jones national BD	Other	Jul 15, 2013	Jul 15, 2013
Brad Keith Mathews	Hancock Whitney Investment Services Inc. other	J.P. Morgan Securities LLC wirehouse	Other	May 6, 2013	May 1, 2013
Gregory Scott Mason	Hancock Whitney Investment Services Inc. other	Pnc Wealth Management other	Other	Apr 3, 2013	Apr 12, 2013
Nikolas R Mcwhirter	Hancock Whitney Investment Services Inc. other	Cetera Investment Services LLC other	Other	Mar 15, 2013	Mar 15, 2013
Jennifer Denee Scott	Hancock Whitney Investment Services Inc. other	Tlg Advisors, Inc. other	Other	Feb 4, 2013	Nov 3, 2014 (637 d)
Eric Christopher Dubroc	Hancock Whitney Investment Services Inc. other	Beam Wealth Advisors, Inc. other	Other	Dec 19, 2012	Jul 8, 2013 (201 d)
Rebecca Lyn Sequeira	Hancock Whitney Investment Services Inc. other	Fbt Advisors, Inc. unclassified	Other	Dec 19, 2012	Dec 17, 2012
William Frank Schenck	Hancock Whitney Investment Services Inc. other	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Other	Dec 19, 2012	Feb 27, 2013 (70 d)
Keri Vogel Daniel	Hancock Whitney Investment Services Inc. other	LPL Financial LLC other	Other	Dec 18, 2012	Dec 13, 2012
Edward Cree Cantrell	Hancock Whitney Investment Services Inc. other	Edward Jones national BD	Other	Oct 23, 2012	Dec 27, 2018 (2256 d)
John Worden Coleman	Hancock Whitney Investment Services Inc. other	Cetera Investment Services LLC other	Other	Sep 20, 2012	Mar 13, 2013 (174 d)
Hamilton Loftin Martin	Hancock Whitney Investment Services Inc. other	Morgan Stanley wirehouse	Other	Jun 13, 2012	Jun 12, 2012
Graham Garrett Hemelt	Hancock Whitney Investment Services Inc. other	LPL Financial LLC other	Other	Apr 19, 2012	Apr 18, 2012
Andrew Malone Ewing	Hancock Whitney Investment Services Inc. other	Suntrust Investment Services, Inc. other	Other	Mar 2, 2012	Mar 5, 2012
Michael Larry Davis	Hancock Whitney Investment Services Inc. other	LPL Financial LLC other	Other	Dec 19, 2011	Dec 16, 2011
Thomas C Scott	Hancock Whitney Investment Services Inc. other	Camarda Wealth Advisory Group other	Other	May 3, 2011	May 17, 2011
Kendra Bradford Cain	Hancock Whitney Investment Services Inc. other	Essex National Securities, Inc. other	Other	Aug 3, 2010	Aug 12, 2010
Larry David Farish	Hancock Whitney Investment Services Inc. other	Avantax Advisory Services other	Other	Jul 2, 2010	Aug 17, 2010 (46 d)
Austin Dulaney Schutz	Hancock Whitney Investment Services Inc. other	J.P. Morgan Securities LLC wirehouse	Other	Jun 18, 2010	Aug 19, 2010 (62 d)
Benjamin Alfons Welter	Hancock Whitney Investment Services Inc. other	Invest Financial Corporation other	Other	May 11, 2009	Apr 28, 2010 (352 d)
Mitchell Roderick Tabor	Hancock Whitney Investment Services Inc. other	Valic Financial Advisors, Inc. other	Other	Mar 4, 2008	Mar 18, 2008
William Lynn Hartfield	Hancock Whitney Investment Services Inc. other	Wells Fargo Advisors wirehouse	Other	Oct 14, 2004	Nov 30, 2010 (2238 d)

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95 moves match.