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CRD 314351
CARY, NC
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| JOSHUA ANTHONY STUBBOLO | Certified Financial Planner | CARY, NC | 5 | 10 | 1 | no |
| Todd Russell Iglehart | n/a | CARY, NC | 5 | 11 | 1 | no |
| MICHAEL MASIN LEWIS | Chartered Financial Analyst | CARY, NC | 2 | 12 | 1 | no |
| ZACKARY T BUDZIK | n/a | CARY, NC | 1 | 12 | n/a | no |
| Avery Zoe Knowles | n/a | CARY, NC | 0 | 16 | n/a | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 10, 2026 | $175M | $174M | 7 | 5 | 0 | n/a | n/a |
| 2024 | Apr 17, 2025 | $140M | $139M | 4 | 4 | 0 | n/a | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 0 | 0 | 0 | 0.0% | 0 | 0 | 0 | 1 | 1 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $175M | $140M | 24.7% | n/a | n/a | 7 | 4 | 0 | 0 |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 3 | May 12, 2021 | May 18, 2021 | CARY, NC | Team lift out | Ibd to RIA | 0.1% |