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 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.

AdvisorFromToTypeLeftRegistered
Paul Iver JepsonFirst Horizon Advisors, Inc mixed wealthFirst Tennessee Advisory Services, Inc. otherOtherOct 2, 2025Apr 23, 2012
Elizabeth R KnightFirst Horizon Advisors, Inc mixed wealthFirst Tennessee Advisory Services, Inc. otherOtherOct 2, 2025Apr 23, 2012
Brian Scott KueflerFirst Horizon Advisors, Inc mixed wealthFirst Tennessee Advisory Services, Inc. otherOtherOct 2, 2025Apr 23, 2012
Kristen Kay BecksteadFirst Horizon Advisors, Inc mixed wealthFirst Tennessee Advisory Services, Inc. otherOtherSep 30, 2025Jul 12, 2012
Darren Keith McguireFirst Horizon Advisors, Inc mixed wealthFirst Tennessee Advisory Services, Inc. otherOtherSep 29, 2025Apr 10, 2012
Grant Merrill BoucekFirst Horizon Advisors, Inc mixed wealthFirst Tennessee Advisory Services, Inc. otherOtherAug 22, 2025Jul 27, 2011
Ryan J BelwoodFirst Horizon Advisors, Inc mixed wealthFirst Tennessee Advisory Services, Inc. otherOtherAug 22, 2025Dec 5, 2011
Melanie Craft ComptonFirst Horizon Advisors, Inc mixed wealthFirst Tennessee Advisory Services, Inc. otherOtherAug 21, 2025Sep 1, 2009
William Timothy MorganFirst Horizon Advisors, Inc mixed wealthFirst Tennessee Advisory Services, Inc. otherOtherAug 21, 2025Sep 3, 2008
Terance Kermit MorganFirst Horizon Advisors, Inc mixed wealthFirst Tennessee Advisory Services, Inc. otherOtherAug 21, 2025Jul 12, 2011
Christopher Michael HicksFirst Horizon Advisors, Inc mixed wealthFirst Tennessee Advisory Services, Inc. otherOtherAug 21, 2025Feb 26, 2009
Randy Dolph MyersFirst Horizon Advisors, Inc mixed wealthFirst Tennessee Advisory Services, Inc. otherOtherAug 21, 2025Sep 23, 2010
James Matthew MayesFirst Horizon Advisors, Inc mixed wealthFirst Tennessee Advisory Services, Inc. otherOtherAug 21, 2025Dec 10, 2010
Lonnie Leon ListonFirst Horizon Advisors, Inc mixed wealthFirst Tennessee Advisory Services, Inc. otherOtherAug 21, 2025Sep 3, 2008
Carrie Beisecker SykesFirst Horizon Advisors, Inc mixed wealthFirst Tennessee Advisory Services, Inc. otherOtherAug 21, 2025Sep 3, 2008
James Wilson PowellFirst Horizon Advisors, Inc mixed wealthFirst Tennessee Advisory Services, Inc. otherOtherAug 21, 2025Sep 3, 2008
Louis Ferree AllenFirst Horizon Advisors, Inc mixed wealthFirst Tennessee Advisory Services, Inc. otherOtherAug 21, 2025Jul 12, 2012
Teresa Lynn UnickFirst Horizon Advisors, Inc mixed wealthFirst Tennessee Advisory Services, Inc. otherOtherAug 21, 2025Aug 13, 2009
Stephanie Burleson HawkinsFirst Horizon Advisors, Inc mixed wealthFirst Tennessee Advisory Services, Inc. otherOtherAug 21, 2025Sep 3, 2008
Daniel Joseph BottoFirst Horizon Advisors, Inc mixed wealthFirst Tennessee Advisory Services, Inc. otherOtherAug 21, 2025Sep 3, 2008
Yvette Zdonowicz BryanFirst Horizon Advisors, Inc mixed wealthFirst Tennessee Advisory Services, Inc. otherOtherAug 21, 2025Jun 26, 2009
Scott Tracy WettengelFirst Horizon Advisors, Inc mixed wealthFirst Tennessee Advisory Services, Inc. otherOtherAug 21, 2025Sep 3, 2008
Leo Raymond MeanyFirst Horizon Advisors, Inc mixed wealthFirst Tennessee Advisory Services, Inc. otherOtherAug 21, 2025Jun 24, 2009
Chris Robertson KimlerFirst Horizon Advisors, Inc mixed wealthFirst Tennessee Advisory Services, Inc. otherOtherAug 21, 2025Sep 23, 2010
Gary Lee ParkerFirst Horizon Advisors, Inc mixed wealthFirst Tennessee Advisory Services, Inc. otherOtherAug 21, 2025Sep 1, 2009
William Gardner KarnesFirst Horizon Advisors, Inc mixed wealthFirst Tennessee Advisory Services, Inc. otherOtherAug 21, 2025Apr 23, 2009
Darby Wayne DickensonFirst Horizon Advisors, Inc mixed wealthFirst Tennessee Advisory Services, Inc. otherOtherAug 21, 2025Sep 3, 2008
Kevin Robert ClunanFirst Horizon Advisors, Inc mixed wealthFirst Tennessee Advisory Services, Inc. otherOtherAug 21, 2025Sep 3, 2008
Christopher Thomas SloneckerFirst Horizon Advisors, Inc mixed wealthFirst Tennessee Advisory Services, Inc. otherOtherAug 21, 2025Jul 12, 2012
Stacey King HaneyFirst Horizon Advisors, Inc mixed wealthFirst Tennessee Advisory Services, Inc. otherOtherAug 21, 2025Dec 12, 2008
Bradley Michael StaffordFirst Horizon Advisors, Inc mixed wealthFirst Tennessee Advisory Services, Inc. otherOtherAug 21, 2025Sep 1, 2009
Phillip Wade BrooksFirst Horizon Advisors, Inc mixed wealthFirst Tennessee Advisory Services, Inc. otherOtherAug 21, 2025Sep 3, 2008
R Bryan BellFirst Horizon Advisors, Inc mixed wealthFirst Tennessee Advisory Services, Inc. otherOtherAug 21, 2025Mar 31, 2008
Janette Judkins LookadooFirst Horizon Advisors, Inc mixed wealthFirst Tennessee Advisory Services, Inc. otherOtherAug 21, 2025Jul 8, 2010
Michael Brian HollenbachFirst Horizon Advisors, Inc mixed wealthFirst Tennessee Advisory Services, Inc. otherOtherAug 21, 2025Sep 3, 2008
Ward Kimbrough McbeeFirst Horizon Advisors, Inc mixed wealthFirst Tennessee Advisory Services, Inc. otherOtherAug 21, 2025Jul 16, 2008
Lisa Moore CookFirst Horizon Advisors, Inc mixed wealthFirst Tennessee Advisory Services, Inc. otherOtherAug 21, 2025Sep 3, 2008
Melissa Dawn ClarkFirst Horizon Advisors, Inc mixed wealthFirst Tennessee Advisory Services, Inc. otherOtherAug 21, 2025Sep 3, 2008
Phillip Matthew KnightFirst Horizon Advisors, Inc mixed wealthFirst Tennessee Advisory Services, Inc. otherOtherAug 21, 2025Jul 16, 2008
Ronald Allan RobinsonFirst Horizon Advisors, Inc mixed wealthFirst Tennessee Advisory Services, Inc. otherOtherAug 21, 2025Apr 20, 2012
Trevor Scott SmithFirst Horizon Advisors, Inc mixed wealthFirst Tennessee Advisory Services, Inc. otherOtherAug 21, 2025Jan 22, 2010
Teresa Ann BurnsFirst Horizon Advisors, Inc mixed wealthFirst Tennessee Advisory Services, Inc. otherOtherAug 21, 2025Apr 11, 2012
Susan Marie FletcherFirst Horizon Advisors, Inc mixed wealthFirst Tennessee Advisory Services, Inc. otherOtherAug 21, 2025Jul 12, 2012
Christine Naro BlandFirst Horizon Advisors, Inc mixed wealthFirst Tennessee Advisory Services, Inc. otherOtherAug 21, 2025Apr 11, 2012
Charles Richard WatsonFirst Horizon Advisors, Inc mixed wealthFirst Tennessee Advisory Services, Inc. otherOtherAug 21, 2025Dec 12, 2008
Stephanie Davis LovelaceFirst Horizon Advisors, Inc mixed wealthFirst Tennessee Advisory Services, Inc. otherOtherAug 21, 2025Apr 20, 2012
Steven Jay McnallyFirst Horizon Advisors, Inc mixed wealthFirst Tennessee Advisory Services, Inc. otherOtherAug 21, 2025Sep 3, 2008
Eric John WhiteFirst Horizon Advisors, Inc mixed wealthFirst Tennessee Advisory Services, Inc. otherOtherAug 21, 2025Sep 3, 2008
Joseph Edward GrenviczFirst Horizon Advisors, Inc mixed wealthFirst Tennessee Advisory Services, Inc. otherOtherAug 21, 2025Sep 3, 2008
Christopher Harold BradberryFirst Horizon Advisors, Inc mixed wealthFirst Tennessee Advisory Services, Inc. otherOtherAug 21, 2025Aug 11, 2009
Jesse Michael TharpFirst Horizon Advisors, Inc mixed wealthFirst Tennessee Advisory Services, Inc. otherOtherAug 21, 2025Mar 31, 2009
Russell Dees ElmoreFirst Horizon Advisors, Inc mixed wealthFirst Tennessee Advisory Services, Inc. otherOtherAug 21, 2025Apr 11, 2012
Patrick Sean JohnsonFirst Horizon Advisors, Inc mixed wealthFirst Tennessee Advisory Services, Inc. otherOtherAug 21, 2025Jun 25, 2009
Shari Lynn LyleFirst Horizon Advisors, Inc mixed wealthFirst Tennessee Advisory Services, Inc. otherOtherAug 21, 2025May 1, 2009
Steven Dale BolesFirst Horizon Advisors, Inc mixed wealthFirst Tennessee Advisory Services, Inc. otherOtherAug 21, 2025Dec 19, 2011
Christopher Aiken WebbFirst Horizon Advisors, Inc mixed wealthFirst Tennessee Advisory Services, Inc. otherOtherAug 21, 2025Jul 12, 2012
Leslie Anne LoganFirst Horizon Advisors, Inc mixed wealthFirst Tennessee Advisory Services, Inc. otherOtherAug 21, 2025Apr 11, 2012
Richard Dennis ColemanFirst Horizon Advisors, Inc mixed wealthFirst Tennessee Advisory Services, Inc. otherOtherAug 21, 2025Sep 3, 2008
Kathryn Williams SatterthwaiteFirst Horizon Advisors, Inc mixed wealthFirst Tennessee Advisory Services, Inc. otherOtherAug 6, 2024Apr 10, 2012
Michael Tod WilliamsFirst Horizon Advisors, Inc mixed wealthFirst Tennessee Advisory Services, Inc. otherOtherFeb 26, 2023Sep 3, 2008
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111 moves match.