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 Morgan Keegan & Company, 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
Shawn Joseph BarkoMorgan Keegan & Company, LLC otherRaymond James Financial Services Advisors, Inc BD affiliatedOtherMar 14, 2013Dec 9, 2025 (4653 d)
Josh SchechterMorgan Keegan & Company, LLC otherRaymond James Financial Services Advisors, Inc otherOtherMar 14, 2013Nov 1, 2017 (1693 d)
Thomas Michael GalvinMorgan Keegan & Company, LLC otherJanney Montgomery Scott LLC BD affiliatedOtherMar 13, 2013Feb 20, 2024 (3996 d)
Douglas James BulgerMorgan Keegan & Company, LLC otherRaymond James Financial Services Advisors, Inc BD affiliatedOtherMar 13, 2013Nov 8, 2018 (2066 d)
Oliver MansourMorgan Keegan & Company, LLC otherRaymond James Financial Services Advisors, Inc otherOtherFeb 20, 2013Jul 2, 2013 (132 d)
Preston Paul MokrisMorgan Keegan & Company, LLC otherProspera Financial Services, Inc. otherOtherFeb 5, 2013Jan 22, 2014 (351 d)
Mark Gregory FloydMorgan Keegan & Company, LLC otherStrategic Advisers LLC national BDOtherFeb 5, 2013Jan 29, 2014 (358 d)
Jeffrey David EastMorgan Keegan & Company, LLC otherCetera Investment Services LLC otherOtherJan 24, 2013Jan 30, 2013
Robert Andrew YarbroughMorgan Keegan & Company, LLC otherMoney Concepts Advisory Service otherOtherJan 11, 2013Jun 7, 2013 (147 d)
Lori Panuccio HubbardMorgan Keegan & Company, LLC otherMfs Institutional Advisors Inc. otherOtherDec 20, 2012Jul 30, 2014 (587 d)
Clifford Anderson RutledgeMorgan Keegan & Company, LLC otherWells Fargo Advisors wirehouseOtherDec 10, 2012Dec 10, 2012
Timothy Brian MaguireMorgan Keegan & Company, LLC otherU.S. Bancorp Investments, Inc. otherOtherDec 10, 2012Nov 30, 2012
Kevin Jerome LaceyMorgan Keegan & Company, LLC otherConcourse Financial Group Advisors otherOtherDec 10, 2012Dec 19, 2012
Daniel Francis FlanaganMorgan Keegan & Company, LLC otherPrincipal Securities, Inc. otherOtherDec 10, 2012Dec 17, 2012
Ladonna Sue DowdyMorgan Keegan & Company, LLC otherRaymond James Financial Services Advisors, Inc otherOtherDec 10, 2012Jan 2, 2013
David Jason LauchMorgan Keegan & Company, LLC otherWells Fargo Advisors wirehouseOtherNov 30, 2012Nov 27, 2012
Mary Mayeux EllingtonMorgan Keegan & Company, LLC other1st Global Advisors Inc otherOtherNov 30, 2012Jan 9, 2013 (40 d)
Carmelita Yunaranie Singh-MayerMorgan Keegan & Company, LLC otherWells Fargo Advisors wirehouseOtherNov 20, 2012Nov 19, 2012
Christopher Shawn WilsonMorgan Keegan & Company, LLC otherCrawford Investment Counsel Inc otherOtherNov 20, 2012Dec 3, 2012
Sander D. BleusteinMorgan Keegan & Company, LLC otherStrategic Advisers LLC national BDOtherOct 25, 2012Jan 11, 2013 (78 d)
Timothy Brian WallsMorgan Keegan & Company, LLC otherConcourse Financial Group Advisors otherOtherOct 15, 2012Oct 16, 2012
Kevin Michael StuartMorgan Keegan & Company, LLC otherPnc Wealth Management otherOtherOct 15, 2012Oct 19, 2012
Justin GarofaloMorgan Keegan & Company, LLC otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherOct 15, 2012Aug 11, 2014 (665 d)
Gary Steven HallMorgan Keegan & Company, LLC otherB Riley Wealth Management otherOtherOct 8, 2012Oct 10, 2012
Charles Edward DurhamMorgan Keegan & Company, LLC otherWells Fargo Advisors wirehouseOtherOct 4, 2012Sep 28, 2012
William Garrett OuztsMorgan Keegan & Company, LLC otherScott & Stringfellow, LLC otherOtherSep 21, 2012Sep 21, 2012
William G OuztsMorgan Keegan & Company, LLC otherScott & Stringfellow, LLC otherOtherSep 21, 2012Sep 21, 2012
Graham Chandler EdwardsMorgan Keegan & Company, LLC otherAmeriprise Financial Services, LLC national BDOtherSep 19, 2012Sep 25, 2012
James Eric MonkenMorgan Keegan & Company, LLC otherMorgan Stanley wirehouseOtherSep 11, 2012Sep 11, 2012
Greg J MartinMorgan Keegan & Company, LLC otherCetera Investment Advisers LLC otherOtherSep 6, 2012Jan 21, 2014 (502 d)
William Brent CrabbMorgan Keegan & Company, LLC otherConcourse Financial Group Advisors otherOtherSep 6, 2012Oct 16, 2012 (40 d)
Pauletta Jane BonnerMorgan Keegan & Company, LLC otherLPL Financial LLC otherOtherAug 31, 2012Sep 7, 2012
Michael J SkordelesMorgan Keegan & Company, LLC otherTruist Advisory Services, Inc. otherOtherAug 31, 2012Mar 2, 2017 (1644 d)
Lance Allen BrowningMorgan Keegan & Company, LLC otherLPL Financial LLC otherOtherAug 31, 2012Aug 30, 2012
Judith Alejandra Cantua PhillipsMorgan Keegan & Company, LLC otherLPL Financial LLC otherOtherAug 31, 2012Aug 30, 2012
Garrick G RuizMorgan Keegan & Company, LLC otherUsaa Financial Planning Services no RAUMOtherAug 20, 2012Sep 19, 2012
Charles Walker SudduthMorgan Keegan & Company, LLC otherLPL Financial LLC otherOtherJul 30, 2012Aug 13, 2012
Jacob Matthew MckelveyMorgan Keegan & Company, LLC otherPnc Wealth Management otherOtherJul 23, 2012Jan 14, 2013 (175 d)
Steven Welles EdwardsMorgan Keegan & Company, LLC otherJanney Montgomery Scott LLC otherOtherJul 20, 2012Aug 6, 2012
Charles Michael JohnsonMorgan Keegan & Company, LLC otherUBS Financial Services Inc. wirehouseOtherJul 13, 2012Jul 18, 2012
Rafael R LopezMorgan Keegan & Company, LLC otherMorgan Stanley wirehouseOtherJul 11, 2012Jul 16, 2012
Sandra Wright MacdowellMorgan Keegan & Company, LLC otherMorgan Stanley wirehouseOtherJul 6, 2012Jul 2, 2012
Michael Alexander SigmonMorgan Keegan & Company, LLC otherWells Fargo Advisors wirehouseOtherJul 6, 2012Jun 29, 2012
Stephen Joseph MckinstryMorgan Keegan & Company, LLC otherU.S. Bancorp Investments, Inc. otherOtherJun 18, 2012Jun 15, 2012
Jeremy Wayne GinnMorgan Keegan & Company, LLC otherLPL Financial LLC otherOtherJun 12, 2012Jun 8, 2012
Blaise George BenoistMorgan Keegan & Company, LLC otherRaymond James Financial Services Advisors, Inc otherOtherJun 4, 2012Jul 10, 2012 (36 d)
James Edgar LilesMorgan Keegan & Company, LLC otherCrews & Associates, Inc. independent RIAOtherJun 4, 2012Feb 17, 2016 (1353 d)
Sean Patrick RayMorgan Keegan & Company, LLC otherLPL Financial LLC otherOtherJun 1, 2012Jun 12, 2012
Harry Russell HeadrickMorgan Keegan & Company, LLC otherLPL Financial LLC otherOtherMay 30, 2012May 29, 2012
Walter Calloway BolemanMorgan Keegan & Company, LLC otherTriad Advisors, LLC otherOtherMay 29, 2012May 29, 2012
Deborah Del LewisMorgan Keegan & Company, LLC otherTriad Advisors, LLC otherOtherMay 29, 2012May 25, 2012
William Beltzhoover ConnerMorgan Keegan & Company, LLC otherItrust Asset Management, LLC no RAUMOtherMay 23, 2012May 25, 2012
Robert Alvin HartyMorgan Keegan & Company, LLC otherHilltop Securities Inc. otherOtherMay 22, 2012May 18, 2012
Jason Allan SpiveyMorgan Keegan & Company, LLC otherMorgan Stanley wirehouseOtherMay 22, 2012May 22, 2012
Ryan John SchriftMorgan Keegan & Company, LLC otherIndependent Advisor Alliance, LLC otherOtherMay 15, 2012Aug 29, 2014 (836 d)
Jack Powell GreenMorgan Keegan & Company, LLC otherMorgan Stanley wirehouseOtherMay 14, 2012May 15, 2012
Scott Elliott PooreMorgan Keegan & Company, LLC otherB Riley Wealth Management otherOtherMay 9, 2012May 10, 2012
John Francis Gettler JrMorgan Keegan & Company, LLC otherItrust Asset Management, LLC no RAUMOtherMay 7, 2012May 23, 2012
Frances GoodmanMorgan Keegan & Company, LLC otherWells Fargo Advisors wirehouseOtherMay 7, 2012May 3, 2012
Joseph Todd StricklinMorgan Keegan & Company, LLC otherItrust Asset Management, LLC no RAUMOtherMay 7, 2012May 23, 2012
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608 moves match.