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.
Registered advisor
Stacy Mari Goldsmith
Feed of 09/14/2026
Also filed as Stacy Goldsmith
At current firm
0 y
since Feb 19, 2026
In the industry
40 y
since Nov 26, 1985 (earliest exam, job or registration)
Prior registered firms
2
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66, S63
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Rpm Capital Management, LLC independent RIA currentsince Feb 19, 2026 · Hackensack, Nj
- Herbert J. Sims Capital Management, Inc. independent RIAFeb 14, 2020 to Dec 3, 2024 · Red Bank, Nj
- Herbert J. Sims Capital Management, Inc. independent RIAMay 24, 2016 to Feb 3, 2020 · Iselin, Nj
Moves
a registration end followed by a registration begin elsewhere
- Herbert J. Sims Capital Management, Inc. to Rpm Capital Management, LLCleft Dec 3, 2024, registered Feb 19, 2026 (443 days) · RIA to RIA
Signals
- Stacy Mari Goldsmith left Herbert J. Sims Capital Management, Inc. for Rpm Capital Management, Llc (registered 2026-02-19)Dec 3, 2024 · Advisor changed firm · fact
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 40derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address