Financial advisor
Donald H. Kinsey
Now at RBC Wealth Management · Dallas, TX
Registered as DONALD HITE KINSEY
Transactions 1
Every recorded transaction this advisor took part in, newest first.
| Transaction | From | To | Pattern | Announced | Reported Assets |
|---|---|---|---|---|---|
| Donald H. Kinsey | Stifel | RBC Wealth Management | Lateral | July 20, 2026 | $1.6B |
Registration history
Firm registrations on FINRA BrokerCheck and SEC IAPD, newest first.
| Firm | Channel | From | To |
|---|---|---|---|
| RBC CAPITAL MARKETS, LLC | Investment adviser | July 17, 2026 | Current |
| RBC CAPITAL MARKETS, LLC | Broker-dealer | July 17, 2026 | Current |
| STIFEL, NICOLAUS & COMPANY, INCORPORATED | Investment adviser | January 21, 2016 | July 29, 2026 |
| STIFEL, NICOLAUS & COMPANY, INCORPORATED | Broker-dealer | January 21, 2016 | July 29, 2026 |
| CREDIT SUISSE SECURITIES (USA) LLC | Investment adviser | January 20, 2015 | February 17, 2016 |
| CREDIT SUISSE SECURITIES (USA) LLC | Broker-dealer | January 16, 2015 | February 17, 2016 |
| J.P. MORGAN SECURITIES LLC | Investment adviser | March 6, 2009 | January 20, 2015 |
| J.P. MORGAN SECURITIES LLC | Broker-dealer | March 6, 2009 | January 20, 2015 |
| CITIGROUP GLOBAL MARKETS INC. | Investment adviser | January 9, 2004 | April 1, 2009 |
| CITIGROUP GLOBAL MARKETS INC. | Broker-dealer | January 9, 2004 | April 1, 2009 |
| BANC OF AMERICA INVESTMENT SERVICES, INC. | Investment adviser | July 7, 2003 | January 13, 2004 |
| BANC OF AMERICA INVESTMENT SERVICES, INC. | Broker-dealer | June 18, 2003 | January 13, 2004 |
| BANC OF AMERICA SECURITIES LLC | Broker-dealer | February 28, 2001 | July 24, 2002 |
| BEAR, STEARNS & CO. INC. | Broker-dealer | September 3, 1997 | March 17, 1999 |
| RAUSCHER PIERCE REFSNES, INC. | Broker-dealer | April 24, 1996 | September 3, 1997 |
| FIDELITY BROKERAGE SERVICES, INC. | Broker-dealer | January 23, 1995 | May 10, 1996 |
| BEAR, STEARNS & CO. INC. | Broker-dealer | July 29, 1994 | December 21, 1994 |
Published record as of October 31, 2026. Registration dates are FINRA BrokerCheck and SEC IAPD registrations at the destination, not proof that client assets transferred. See the methodology.