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

Arrivals at 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
Timothy Frederick MullinWingate Wealth Advisors, Inc. independent RIAKeel Point, LLC independent RIARIA to RIAJan 2, 2025Oct 8, 2025 (279 d)
Madeline Rose BayneKooman & Associates independent RIAKeel Point, LLC independent RIARIA to RIADec 15, 2023Jan 9, 2024
Michelle CookTruist Advisory Services, Inc. BD affiliatedKeel Point, LLC independent RIAAffiliated broker-dealer or bank to independent RIAOct 10, 2023Jan 9, 2024 (91 d)
Jonathan Jay EdwardsGranite Financial Partners mixed wealthKeel Point, LLC independent RIARIA to RIAMay 11, 2023Jan 30, 2023
Jacob Ryan StewartGranite Financial Partners mixed wealthKeel Point, LLC independent RIARIA to RIAMay 11, 2023Jan 23, 2023
Charles David RobinsonSensible Money, LLC independent RIAKeel Point, LLC independent RIARIA to RIAJan 27, 2023Mar 6, 2023 (38 d)
Steven Richard O LearyValic Financial Advisors, Inc. BD affiliatedKeel Point, LLC independent RIAAffiliated broker-dealer or bank to independent RIANov 22, 2022Nov 17, 2022
Michael E SullivanMorgan Stanley wirehouseKeel Point, LLC independent RIAWirehouse to independent RIAOct 19, 2022Feb 8, 2023 (112 d)
Zackery BarnettHarlow Wealth Management, Inc. independent RIAKeel Point, LLC independent RIARIA to RIAApr 12, 2021May 7, 2021
Jonathan Jarrett CrawfordBb&T Securities, LLC BD affiliatedKeel Point, LLC independent RIAAffiliated broker-dealer or bank to independent RIAApr 20, 2020Apr 17, 2020
William Caleb ForeThrivent Investment Management Inc. BD affiliatedKeel Point, LLC independent RIAAffiliated broker-dealer or bank to independent RIADec 5, 2019Jun 13, 2023 (1286 d)
Joseph Christian WilliamsRaymond James Financial Services Advisors, Inc BD affiliatedKeel Point, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJun 19, 2019Dec 9, 2021 (904 d)
Joseph R AgeeMorgan Stanley wirehouseKeel Point, LLC independent RIAWirehouse to independent RIAMar 1, 2019Mar 1, 2019
Robert George BurlesonCambridge Investment Research Advisors, Inc. BD affiliatedKeel Point, LLC independent RIAAffiliated broker-dealer or bank to independent RIAOct 17, 2018Oct 17, 2018
Kyle Joseph WegrzynRaymond James & Associates, Inc. national BDKeel Point, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJun 15, 2018Jun 21, 2018
David T CanhamMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseKeel Point, LLC otherOtherMar 7, 2018Mar 28, 2018
Amber Lavon Reed ChristopherLucia Capital Group otherKeel Point, LLC independent RIAOtherFeb 5, 2018Jul 29, 2022 (1635 d)
Gisle Garmann SorliSteward'S Progress, LLC unclassifiedKeel Point, LLC otherOtherNov 1, 2017Sep 28, 2017
Caroline GabigMorgan Stanley wirehouseKeel Point, LLC otherOtherJul 11, 2017Jul 7, 2017
Christina Diane KeysNational Planning Corporation ("Npc Of America" In Fl & Ny) otherKeel Point, LLC otherOtherJun 22, 2017Jun 23, 2017
Scott Alan MontesConcourse Financial Group Advisors otherKeel Point, LLC otherOtherJun 2, 2017Jun 8, 2017
Tucker Vincent BraddockValic Financial Advisors, Inc. otherKeel Point, LLC otherOtherFeb 1, 2017Jan 31, 2017
Leroy Anderson BizzellWfg Advisors, LP otherKeel Point, LLC otherOtherDec 27, 2016Dec 27, 2016
Beverly Gwen BrackinsWfg Advisors, LP otherKeel Point, LLC otherOtherDec 27, 2016Jan 10, 2017
Timothy William DoozanNorthwestern Mutual Investment Services,LLC no RAUMKeel Point, LLC otherOtherSep 6, 2016Sep 7, 2016
Margaret B AaronMorgan Stanley wirehouseKeel Point, LLC otherOtherFeb 2, 2016Jan 29, 2016
Kay Renneisen HughesDemoss Capital, Inc. unclassifiedKeel Point, LLC otherOtherDec 4, 2015Sep 23, 2015
Andrew Michael ChapmanMorgan Stanley wirehouseKeel Point, LLC otherOtherNov 13, 2015Nov 6, 2015
Christian Robert PolitoMcadam LLC otherKeel Point, LLC otherOtherSep 21, 2015Oct 1, 2015
Brian Scott CopelandCambridge Investment Research Advisors, Inc. otherKeel Point, LLC otherOtherSep 2, 2015Sep 1, 2015
Kimberly Ruth KeyMorgan Stanley wirehouseKeel Point, LLC otherOtherMay 15, 2015Feb 16, 2016 (277 d)
Lisa Marie WisemanMorgan Stanley wirehouseKeel Point, LLC otherOtherMay 13, 2015May 1, 2015
James Michael PerryWfg Advisors, LP otherKeel Point, LLC otherOtherSep 8, 2014Oct 3, 2014
Abraham M. GlaserUmb Financial Services, Inc. no RAUMKeel Point, LLC otherOtherDec 5, 2013Nov 27, 2013
David L LittleWells Fargo Advisors wirehouseKeel Point, LLC otherOtherSep 1, 2011Aug 31, 2011
Holly Elizabeth VillasiCetera Advisors LLC otherKeel Point, LLC otherOtherMay 9, 2011May 9, 2011
Jason D LandersMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseKeel Point, LLC otherOtherApr 21, 2009Apr 21, 2009
Kyle D FindlayOsaic Fa, Inc. otherKeel Point, LLC otherOtherNov 27, 2007Dec 3, 2007
Robert Carl MayesMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseKeel Point, LLC otherOtherAug 22, 2003Aug 14, 2003
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39 moves match.