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 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
Thomas Michael GalvinRaymond James & Associates, Inc. national BDMorgan Keegan & Company, LLC otherOtherNov 8, 2023May 29, 2012
Josh SchechterRaymond James & Associates, Inc. national BDMorgan Keegan & Company, LLC otherOtherSep 28, 2017Sep 11, 2012
Joseph Yong YiMorgan Stanley wirehouseMorgan Keegan & Company, LLC otherOtherJul 11, 2012Jul 10, 2012
Wesley Calvin BrumfieldRBC Capital Markets, LLC national BDMorgan Keegan & Company, LLC otherOtherJul 9, 2012Jul 9, 2012
Elisabeth D BaldwinBb&T Investment Services, Inc. no RAUMMorgan Keegan & Company, LLC otherOtherJul 5, 2012Jul 30, 2012
Michael Watson BeloteUBS Financial Services Inc. wirehouseMorgan Keegan & Company, LLC otherOtherMay 8, 2012May 2, 2012
Claudia Marie BilleaudMorgan Stanley wirehouseMorgan Keegan & Company, LLC otherOtherMay 4, 2012Apr 24, 2012
Michael Brian FinkMorgan Stanley wirehouseMorgan Keegan & Company, LLC otherOtherApr 13, 2012Mar 20, 2012
John William BachMorgan Stanley wirehouseMorgan Keegan & Company, LLC otherOtherApr 13, 2012Mar 16, 2012
Brad L DragerMorgan Stanley wirehouseMorgan Keegan & Company, LLC otherOtherApr 10, 2012Mar 19, 2012
Emilie Kay TheriotMorgan Stanley wirehouseMorgan Keegan & Company, LLC otherOtherMar 28, 2012Mar 19, 2012
Don Dusan MilichBarclays Capital Inc. otherMorgan Keegan & Company, LLC otherOtherMar 7, 2012Mar 16, 2012
Kenneth Joseph GreenMorgan Stanley wirehouseMorgan Keegan & Company, LLC otherOtherFeb 28, 2012Feb 22, 2012
Perry Allen BrownWells Fargo Advisors wirehouseMorgan Keegan & Company, LLC otherOtherFeb 21, 2012Feb 17, 2012
Raymond Crawford SupleeWells Fargo Advisors wirehouseMorgan Keegan & Company, LLC otherOtherJan 17, 2012Jan 18, 2012
Brett Adam BlankenshipWells Fargo Advisors wirehouseMorgan Keegan & Company, LLC otherOtherDec 13, 2011Jan 13, 2012 (31 d)
Joshua Robert CurranRobert W. Baird & Co. Incorporated otherMorgan Keegan & Company, LLC otherOtherOct 27, 2011Nov 15, 2011
Patricia Marie OconnorMorgan Stanley wirehouseMorgan Keegan & Company, LLC otherOtherOct 19, 2011Nov 16, 2011
Shannon Marie CarlsonMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseMorgan Keegan & Company, LLC otherOtherOct 5, 2011Oct 4, 2011
Andrew David SimmonsMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseMorgan Keegan & Company, LLC otherOtherOct 4, 2011Jan 10, 2012 (98 d)
Geoffrey Henry OwenMorgan Stanley wirehouseMorgan Keegan & Company, LLC otherOtherAug 19, 2011Aug 17, 2011
Rodney William AmiconeLPL Financial LLC otherMorgan Keegan & Company, LLC otherOtherJul 22, 2011Jul 26, 2011
Nathaniel Andrew NovakSecurian Financial Services, Inc. otherMorgan Keegan & Company, LLC otherOtherJun 30, 2011Nov 9, 2011 (132 d)
Lloyd James MillerMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseMorgan Keegan & Company, LLC otherOtherJun 23, 2011Aug 4, 2011 (42 d)
James Odell NicholsWells Fargo Advisors wirehouseMorgan Keegan & Company, LLC otherOtherJun 21, 2011Jun 28, 2011
Chris J. WallaceMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseMorgan Keegan & Company, LLC otherOtherJun 7, 2011Jun 3, 2011
Mary Katherine GouveiaMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseMorgan Keegan & Company, LLC otherOtherJun 7, 2011Jun 6, 2011
John William MckenzieWells Fargo Advisors wirehouseMorgan Keegan & Company, LLC otherOtherMay 31, 2011May 27, 2011
Brian Michael FlemmerMorgan Stanley wirehouseMorgan Keegan & Company, LLC otherOtherMay 5, 2011Jun 17, 2011 (43 d)
James Allen ChurchillSecurian Financial Services, Inc. otherMorgan Keegan & Company, LLC otherOtherMay 3, 2011May 19, 2011
Kaon NelsonMorgan Stanley wirehouseMorgan Keegan & Company, LLC otherOtherApr 21, 2011Apr 15, 2011
Michael S WeissMorgan Stanley wirehouseMorgan Keegan & Company, LLC otherOtherApr 15, 2011Apr 20, 2011
Robert Bradley MillerMeeder Asset Management, Inc. otherMorgan Keegan & Company, LLC otherOtherApr 1, 2011Jun 8, 2011 (68 d)
Andrew Neil HaleyWaddell & Reed otherMorgan Keegan & Company, LLC otherOtherMar 28, 2011Jun 21, 2011 (85 d)
Kathaleen Ann MuilwykMorgan Stanley wirehouseMorgan Keegan & Company, LLC otherOtherMar 23, 2011Mar 23, 2011
Sander D. BleusteinUBS Financial Services Inc. wirehouseMorgan Keegan & Company, LLC otherOtherMar 22, 2011May 5, 2011 (44 d)
Robert Edward LampeMorgan Stanley wirehouseMorgan Keegan & Company, LLC otherOtherMar 11, 2011Feb 22, 2011
Jeffrey B ReisMorgan Stanley wirehouseMorgan Keegan & Company, LLC otherOtherFeb 28, 2011Feb 22, 2011
Lee Brian SchierlohMorgan Stanley wirehouseMorgan Keegan & Company, LLC otherOtherFeb 28, 2011Feb 22, 2011
Stephanie KellyMorgan Stanley wirehouseMorgan Keegan & Company, LLC otherOtherFeb 28, 2011Feb 22, 2011
Todd Steven MacklerMorgan Stanley wirehouseMorgan Keegan & Company, LLC otherOtherFeb 28, 2011Feb 28, 2011
Benjamin Hollis PenixRaymond James Financial Services Advisors, Inc otherMorgan Keegan & Company, LLC otherOtherFeb 14, 2011Feb 11, 2011
Jason Bert FrazierCetera Advisor Networks LLC otherMorgan Keegan & Company, LLC otherOtherFeb 9, 2011Feb 10, 2011
Lori Panuccio HubbardNatixis Advisors, LLC otherMorgan Keegan & Company, LLC otherOtherJan 31, 2011Feb 17, 2011
Lisa Rogers BooneMorgan Stanley wirehouseMorgan Keegan & Company, LLC otherOtherJan 21, 2011Feb 22, 2011 (32 d)
Russell Lamar ClarkPathways Wealth Management, Inc. otherMorgan Keegan & Company, LLC otherOtherJan 5, 2011Jan 6, 2011
Charles Gardner ClausFirst Citizens Asset Management, Inc otherMorgan Keegan & Company, LLC otherOtherDec 16, 2010Dec 3, 2010
Robert Douglas HowardWells Fargo Advisors wirehouseMorgan Keegan & Company, LLC otherOtherDec 13, 2010Mar 9, 2012 (452 d)
Michael Dean MattixUBS Financial Services Inc. wirehouseMorgan Keegan & Company, LLC otherOtherNov 18, 2010Nov 19, 2010
Bryan Todd OglesbyEdward Jones national BDMorgan Keegan & Company, LLC otherOtherNov 10, 2010Nov 12, 2010
Robert Carter LachneySterne Agee Asset Management, Inc. otherMorgan Keegan & Company, LLC otherOtherOct 13, 2010Jan 11, 2011 (90 d)
Jacob Luther HermansSuntrust Investment Services, Inc. otherMorgan Keegan & Company, LLC otherOtherOct 5, 2010Nov 3, 2010
David Neilson SummersYieldquest Advisors, LLC otherMorgan Keegan & Company, LLC otherOtherSep 30, 2010Sep 1, 2010
Joseph Bruce PatireYieldquest Advisors, LLC otherMorgan Keegan & Company, LLC otherOtherSep 30, 2010Sep 20, 2010
Joseph Robert CraneCetera Investment Services LLC otherMorgan Keegan & Company, LLC otherOtherSep 15, 2010Aug 10, 2011 (329 d)
Jacob Matthew MckelveyTrustmont Advisory Group, Inc. otherMorgan Keegan & Company, LLC otherOtherSep 7, 2010Oct 20, 2010 (43 d)
Neil Robert BradieWells Fargo Advisors wirehouseMorgan Keegan & Company, LLC otherOtherSep 3, 2010Sep 14, 2010
Robin Lynn HeikenMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseMorgan Keegan & Company, LLC otherOtherSep 3, 2010Aug 27, 2010
David Vincent SchraderMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseMorgan Keegan & Company, LLC otherOtherAug 31, 2010Aug 27, 2010
Andrew J BriesacherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseMorgan Keegan & Company, LLC otherOtherAug 31, 2010Aug 27, 2010
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485 moves match.