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.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
J••• R• S••••
- Professional profile
- stilesfinancial.com/staff/john-stonereportedstilesfinancial.comfirm site, Sep 15, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- S••••• F•••••••• S•••••••• I••• independent RIA currentsince Apr 22, 2024 · Edina, Mn
- A••••••••• F•••••••• S•••••••• L•• national BDMar 30, 2017 to Jul 31, 2018 · Minneapolis, Mn
- A••••••••• F•••••••• S•••••••• L•• national BDDec 4, 2012 to Dec 31, 2016 · Tallahassee, Fl
- M•••• • C••••• I•• BD affiliatedApr 26, 2010 to Dec 5, 2012 · Tallahassee, Fl
- O•••• I••••••••• I••• BD affiliatedApr 28, 2005 to Feb 2, 2010 · Crawfordville, Fl
- L••••• F••••••••• I••• BD affiliatedMar 18, 2003 to Apr 20, 2005 · Birmingham, Al
- A• G• E•••••• • S•••• I••• unclassifiedMar 2, 2001 to Jan 21, 2003 · Tallahassee, Fl
- A••••••••• F•••••••• S•••••••• L•• to S••••• F•••••••• S•••••••• I•••left Jul 31, 2018, registered Apr 22, 2024 (2092 days) · Affiliated broker-dealer or bank to independent RIA
- M•••• • C••••• I•• to A••••••••• F•••••••• S•••••••• L••left Dec 5, 2012, registered Dec 4, 2012 (-1 days) · Other
- O•••• I••••••••• I••• to M•••• • C••••• I••left Feb 2, 2010, registered Apr 26, 2010 (83 days) · Other
- L••••• F••••••••• I••• to O•••• I••••••••• I•••left Apr 20, 2005, registered Apr 28, 2005 (8 days) · Other
- A• G• E•••••• • S•••• I••• to L••••• F••••••••• I•••left Jan 21, 2003, registered Mar 18, 2003 (56 days) · Other
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.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 34derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address