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 Bancorpsouth 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.

AdvisorFromToTypeLeftRegistered
Robert Granberry TatumBancorpsouth Investment Services, Inc. otherOsaic Institutions, Inc. otherOtherDec 9, 2013Dec 2, 2013
Christian Harvey JohnstonBancorpsouth Investment Services, Inc. otherOsaic Institutions, Inc. otherOtherDec 2, 2013Dec 2, 2013
Michael Glenn ChandlerBancorpsouth Investment Services, Inc. otherOsaic Institutions, Inc. otherOtherDec 2, 2013Dec 2, 2013
John NewBancorpsouth Investment Services, Inc. otherOsaic Institutions, Inc. otherOtherDec 2, 2013Dec 2, 2013
Daniel Lee JonesBancorpsouth Investment Services, Inc. otherOsaic Institutions, Inc. otherOtherDec 2, 2013Dec 2, 2013
Mary Renee HolcombBancorpsouth Investment Services, Inc. otherOsaic Institutions, Inc. otherOtherDec 2, 2013Dec 2, 2013
George Bradley MooreBancorpsouth Investment Services, Inc. otherOsaic Institutions, Inc. otherOtherDec 2, 2013Dec 2, 2013
Shannon Louise LuskBancorpsouth Investment Services, Inc. otherOsaic Institutions, Inc. otherOtherDec 2, 2013Dec 2, 2013
Brenda S DozierBancorpsouth Investment Services, Inc. otherQuestar Asset Management, Inc. otherOtherNov 8, 2013Nov 8, 2013
Charles Ray CounceBancorpsouth Investment Services, Inc. otherCetera Investment Advisers LLC otherOtherJan 4, 2013Jan 21, 2014 (382 d)
Keith Scott GarrettBancorpsouth Investment Services, Inc. otherCambridge Investment Research Advisors, Inc. otherOtherAug 10, 2011Sep 2, 2011
James Ashley RenfroeBancorpsouth Investment Services, Inc. otherStrategic Advisers LLC national BDOtherMar 18, 2011Feb 21, 2013 (706 d)
Karen Shoemaker HowellBancorpsouth Investment Services, Inc. otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherNov 25, 2009Mar 20, 2023 (4863 d)
Caroline Ruff BurnsBancorpsouth Investment Services, Inc. otherLPL Financial LLC BD affiliatedOtherOct 5, 2009Nov 10, 2020 (4054 d)
Audie Gean ReaBancorpsouth Investment Services, Inc. otherStifel, Nicolaus & Company, Incorporated national BDOtherFeb 9, 2009Feb 9, 2009
Michael Starr CaputoBancorpsouth Investment Services, Inc. otherColonial Asset Management Inc unclassifiedOtherMay 21, 2008May 29, 2008
Thomas William HickmanBancorpsouth Investment Services, Inc. otherRaymond James Financial Services, Inc. unclassifiedOtherMar 25, 2008Apr 10, 2008
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17 moves match.