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 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
Andrea Panaitescu	RBC Capital Markets, LLC national BD	Hancock Whitney Investment Services Inc. independent RIA	Affiliated broker-dealer or bank to independent RIA	Aug 9, 2022	May 26, 2023 (290 d)
John Joseph Farrell	Wells Fargo Advisors wirehouse	Hancock Whitney Investment Services Inc. BD affiliated	Wirehouse to affiliated broker-dealer or bank	Jul 25, 2022	Jul 27, 2022
Brett Alan Grider	Charles Schwab & Co., Inc. national BD	Hancock Whitney Investment Services Inc. BD affiliated	Affiliated broker-dealer or bank to another	May 13, 2022	May 4, 2022
Phillip Aaron Vidrine	First Horizon Advisors, Inc mixed wealth	Hancock Whitney Investment Services Inc. BD affiliated	RIA to affiliated broker-dealer or bank	Mar 4, 2022	Mar 9, 2022
Troy Anthony Benoit	Fifth Third Securities, Inc. BD affiliated	Hancock Whitney Investment Services Inc. BD affiliated	Affiliated broker-dealer or bank to another	Nov 16, 2021	Nov 17, 2021
Tyler Weekley Toles	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Hancock Whitney Investment Services Inc. BD affiliated	Wirehouse to affiliated broker-dealer or bank	Oct 7, 2021	Oct 8, 2021
Thomas J Kornett	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Hancock Whitney Investment Services Inc. BD affiliated	Wirehouse to affiliated broker-dealer or bank	Sep 14, 2021	Oct 1, 2021
Andrew L Duckworth	J.P. Morgan Securities LLC wirehouse	Hancock Whitney Investment Services Inc. BD affiliated	Wirehouse to affiliated broker-dealer or bank	Jun 14, 2021	Jun 3, 2021
Everett Cole Franks	First Horizon Advisors, Inc mixed wealth	Hancock Whitney Investment Services Inc. BD affiliated	RIA to affiliated broker-dealer or bank	May 28, 2021	Jun 7, 2021
Paul Cooper Harris	Cetera Investment Advisers LLC BD affiliated	Hancock Whitney Investment Services Inc. BD affiliated	Affiliated broker-dealer or bank to another	Feb 2, 2021	Jan 28, 2021
William Butler	Securian Financial Services, Inc. BD affiliated	Hancock Whitney Investment Services Inc. BD affiliated	Affiliated broker-dealer or bank to another	Dec 9, 2020	Dec 14, 2020
Manuel Thompson	Edward Jones national BD	Hancock Whitney Investment Services Inc. BD affiliated	Affiliated broker-dealer or bank to another	Nov 10, 2020	Nov 10, 2020
Alex Miguel Santillan	Navy Federal Investment Services, LLC BD affiliated	Hancock Whitney Investment Services Inc. BD affiliated	Affiliated broker-dealer or bank to another	Oct 13, 2020	Oct 2, 2020
John David Strickler	Morgan Stanley wirehouse	Hancock Whitney Investment Services Inc. BD affiliated	Wirehouse to affiliated broker-dealer or bank	Aug 6, 2020	Aug 5, 2020
Joshua Jay Mccord	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Hancock Whitney Investment Services Inc. BD affiliated	Wirehouse to affiliated broker-dealer or bank	May 20, 2020	May 28, 2020
Jordan Christopher Maruszak	Cetera Investment Advisers LLC BD affiliated	Hancock Whitney Investment Services Inc. BD affiliated	Affiliated broker-dealer or bank to another	Apr 13, 2020	Apr 15, 2020
Mason Chambers Ibert	Cetera Investment Advisers LLC BD affiliated	Hancock Whitney Investment Services Inc. BD affiliated	Affiliated broker-dealer or bank to another	Apr 3, 2020	Apr 14, 2020
Jonathan James Miles	Southport Capital independent RIA	Hancock Whitney Investment Services Inc. BD affiliated	RIA to affiliated broker-dealer or bank	Mar 31, 2020	Apr 1, 2020
Kristina Brown Schuler	Edelman Financial Engines independent RIA	Hancock Whitney Investment Services Inc. BD affiliated	RIA to affiliated broker-dealer or bank	Mar 25, 2020	Mar 25, 2020
Vincent De Paul Matthews	L&L Financial Services, Llp state registered	Hancock Whitney Investment Services Inc. BD affiliated	Other	Feb 10, 2020	Jun 23, 2020 (134 d)
Jeffrey Patrick Heard	Cetera Investment Advisers LLC BD affiliated	Hancock Whitney Investment Services Inc. BD affiliated	Affiliated broker-dealer or bank to another	Jan 16, 2020	Jan 21, 2020
John Ivan Mayfield	Truist Advisory Services, Inc. BD affiliated	Hancock Whitney Investment Services Inc. BD affiliated	Affiliated broker-dealer or bank to another	Dec 17, 2019	Dec 19, 2019
Brian Paul Smith	Fidelity Personal And Workplace Advisors BD affiliated	Hancock Whitney Investment Services Inc. BD affiliated	Affiliated broker-dealer or bank to another	Nov 29, 2019	Mar 20, 2020 (112 d)
Christopher Ryan Magliolo	Morgan Stanley wirehouse	Hancock Whitney Investment Services Inc. BD affiliated	Wirehouse to affiliated broker-dealer or bank	Nov 13, 2019	Dec 1, 2020 (384 d)
Gregg Mark Dubroc	Allstate Financial Advisors, LLC BD affiliated	Hancock Whitney Investment Services Inc. BD affiliated	Affiliated broker-dealer or bank to another	Sep 24, 2019	Feb 6, 2020 (135 d)
Stephens Young Mcvea	J.P. Morgan Securities LLC wirehouse	Hancock Whitney Investment Services Inc. BD affiliated	Wirehouse to affiliated broker-dealer or bank	Sep 10, 2019	Aug 29, 2019
Jeffrey Anthony Roy	Raymond James & Associates, Inc. national BD	Hancock Whitney Investment Services Inc. BD affiliated	Affiliated broker-dealer or bank to another	Aug 6, 2019	Aug 5, 2019
Gavin J Porter	UBS Financial Services Inc. wirehouse	Hancock Whitney Investment Services Inc. BD affiliated	Wirehouse to affiliated broker-dealer or bank	Jul 23, 2019	Aug 20, 2019
Anthony Thomas Eaton	MML Investors Services, LLC BD affiliated	Hancock Whitney Investment Services Inc. BD affiliated	Affiliated broker-dealer or bank to another	Jul 9, 2019	Jul 8, 2019
Jeffrey Scott Holtzclaw	J.P. Morgan Securities LLC wirehouse	Hancock Whitney Investment Services Inc. BD affiliated	Wirehouse to affiliated broker-dealer or bank	Jun 18, 2019	Jun 13, 2019
Garrett Keith Norton	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Hancock Whitney Investment Services Inc. BD affiliated	Wirehouse to affiliated broker-dealer or bank	May 3, 2019	Jun 10, 2019 (38 d)
John Hughes Scott	Park Avenue Securities LLC BD affiliated	Hancock Whitney Investment Services Inc. BD affiliated	Affiliated broker-dealer or bank to another	Apr 3, 2019	Mar 18, 2019
Paul Kunz	LPL Financial LLC independent RIA	Hancock Whitney Investment Services Inc. BD affiliated	RIA to affiliated broker-dealer or bank	Feb 19, 2019	Mar 20, 2019
Gregory Mark Kass	Edward Jones national BD	Hancock Whitney Investment Services Inc. BD affiliated	Affiliated broker-dealer or bank to another	Feb 14, 2019	Jan 6, 2020 (326 d)
Coyt Lamar Nicholson	Cetera Investment Advisers LLC BD affiliated	Hancock Whitney Investment Services Inc. BD affiliated	Affiliated broker-dealer or bank to another	Jan 23, 2019	Feb 8, 2019
Martin Christopher Sirera	Capital One Asset Management, LLC mixed wealth	Hancock Whitney Investment Services Inc. BD affiliated	RIA to affiliated broker-dealer or bank	Jul 27, 2018	May 24, 2022 (1397 d)
Stephen Chaussard Cangelosi	Capital One Asset Management, LLC mixed wealth	Hancock Whitney Investment Services Inc. BD affiliated	RIA to affiliated broker-dealer or bank	Jul 27, 2018	May 16, 2022 (1389 d)
Kirk Roy Fricke	Strategic Advisers LLC national BD	Hancock Whitney Investment Services Inc. BD affiliated	Affiliated broker-dealer or bank to another	Jul 12, 2018	Jul 20, 2018
James Brent Craig	LPL Financial LLC independent RIA	Hancock Whitney Investment Services Inc. BD affiliated	RIA to affiliated broker-dealer or bank	May 23, 2018	May 22, 2018
Joshua Edgardo Torres	Capital One Advisors, LLC BD affiliated	Hancock Whitney Investment Services Inc. BD affiliated	Affiliated broker-dealer or bank to another	May 7, 2018	May 3, 2018
Lori Anne Mondello	Mercer Global Advisors Inc. other	Hancock Whitney Investment Services Inc. BD affiliated	Other	Mar 21, 2018	Apr 25, 2018 (35 d)
Preston Christian	Capital One Advisors, LLC other	Hancock Whitney Investment Services Inc. other	Other	Mar 7, 2018	Mar 15, 2018
Claiborne Brunot Lagrone	Allstate Financial Advisors, LLC no RAUM	Hancock Whitney Investment Services Inc. other	Other	Feb 12, 2018	Feb 13, 2018
Nikolas R Mcwhirter	Cetera Investment Advisers LLC other	Hancock Whitney Investment Services Inc. other	Other	Dec 22, 2017	Jan 2, 2018
Douglas C Cooper	J.P. Morgan Securities LLC wirehouse	Hancock Whitney Investment Services Inc. other	Other	Oct 25, 2017	Oct 16, 2017
Michael Merritt Talbot	LPL Financial LLC other	Hancock Whitney Investment Services Inc. other	Other	Oct 2, 2017	Nov 2, 2017 (31 d)
Michael John Glazer	Equitable Advisors, LLC national BD	Hancock Whitney Investment Services Inc. other	Other	Sep 5, 2017	Sep 6, 2017
Eric Gerald Hebert	Swbc Investment Company other	Hancock Whitney Investment Services Inc. other	Other	Aug 3, 2017	Aug 9, 2017
Brady John Aymond	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Hancock Whitney Investment Services Inc. other	Other	Aug 3, 2017	Aug 14, 2017
Andrew Robert Seabough	Swbc Investment Company other	Hancock Whitney Investment Services Inc. other	Other	May 23, 2017	May 24, 2017
Paul Robert Hicks	Pnc Wealth Management other	Hancock Whitney Investment Services Inc. other	Other	Apr 26, 2017	Apr 24, 2017
Charles Raffus Duplechain	Edward Jones national BD	Hancock Whitney Investment Services Inc. other	Other	Apr 5, 2017	May 23, 2017 (48 d)
Allen Berard	Edward Jones national BD	Hancock Whitney Investment Services Inc. other	Other	Dec 27, 2016	Jan 3, 2017
William Joseph Cunningham	Strategic Advisers LLC national BD	Hancock Whitney Investment Services Inc. other	Other	Oct 7, 2016	Feb 16, 2017 (132 d)
Matthew Kyle Boudreaux	Osaic Institutions, Inc. other	Hancock Whitney Investment Services Inc. other	Other	Oct 3, 2016	Oct 18, 2016
Angela Crist Avant	LPL Financial LLC other	Hancock Whitney Investment Services Inc. other	Other	Sep 19, 2016	Sep 9, 2016
Benjamin Ross Parker	LPL Financial LLC other	Hancock Whitney Investment Services Inc. other	Other	Sep 19, 2016	Sep 9, 2016
Kimmie Menor	Edward Jones national BD	Hancock Whitney Investment Services Inc. other	Other	Aug 26, 2016	Aug 30, 2016
Jared Vincent Labue	J.P. Morgan Securities LLC wirehouse	Hancock Whitney Investment Services Inc. other	Other	Jun 8, 2016	Jun 20, 2016
Brian Chase Ellerman	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Hancock Whitney Investment Services Inc. other	Other	Jun 1, 2016	Jun 6, 2016

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117 moves match.