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.
T••• F••• M••••
- Title
- Associate Advisorreportedstonehavenwealth.comfirm site, Sep 16, 2026
- Years, as the firm states
- 25reportedstonehavenwealth.com“Tina Faye joined the practice in September 2018 and came to us with over 25 years experience in the financial services industry.”
- Business email
- tina@stonehavenwealth.comreportedstonehavenwealth.comfirm site, Sep 16, 2026
- Direct business phone
- 920-882-0427reportedstonehavenwealth.comfirm site, Sep 16, 2026
- Professional profile
- stonehavenwealth.com/team/tina-faye-moorereportedstonehavenwealth.comfirm site, Sep 16, 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••••••••• W••••• • T•• S•••••••• independent RIA currentsince Oct 21, 2024 · Appleton, Wi
- C•••••••• I••••••••• R••••••• A•••••••• I••• BD affiliatedSep 27, 2018 to Oct 31, 2024 · Appleton, Wi
- W••••••• F•••••••• S•••••••• I••• formerMar 31, 2015 to Jul 24, 2018 · Fond Du Lac, Wi
- N••••••• P••••••• C••••••••• •••• O• A••••••• I• F• • N•• formerJun 20, 2013 to Mar 2, 2015 · Los Angeles, Ca
- I••••••••• C•••••• O• A••••••• I••• formerJun 20, 2013 to Mar 2, 2015 · Appleton, Wi
- S•• I••••••••• I••• formerJun 20, 2013 to Mar 2, 2015 · Appleton, Wi
- A••••••••• F•••••••• S•••••••• L•• national BDJun 20, 2011 to May 23, 2013 · Oshkosh, Wi
- C•••••••• I••••••••• R••••••• A•••••••• I••• to S••••••••• W••••• • T•• S••••••••left Oct 31, 2024, registered Oct 21, 2024 (-10 days) · Affiliated broker-dealer or bank to a newly registered adviser · moved with a team
- W••••••• F•••••••• S•••••••• I••• to C•••••••• I••••••••• R••••••• A•••••••• I•••left Jul 24, 2018, registered Sep 27, 2018 (65 days) · Affiliated broker-dealer or bank to another
- I••••••••• C•••••• O• A••••••• I••• to S•• I••••••••• I•••left Mar 2, 2015, registered Jun 20, 2013 (-620 days) · Other
- S•• I••••••••• I••• to I••••••••• C•••••• O• A••••••• I•••left Mar 2, 2015, registered Jun 20, 2013 (-620 days) · channel change inside one enterprise, not a move
- N••••••• P••••••• C••••••••• •••• O• A••••••• I• F• • N•• to S•• I••••••••• I•••left Mar 2, 2015, registered Jun 20, 2013 (-620 days) · channel change inside one enterprise, not a move
- A••••••••• F•••••••• S•••••••• L•• to N••••••• P••••••• C••••••••• •••• O• A••••••• I• F• • N••left May 23, 2013, registered Jun 20, 2013 (28 days) · Other
- T••• F••• M•••• left C•••••••• I••••••••• R••••••• A•••••••• I••• for S••••••••• W••••• • T•• S•••••••• (registered 2024-10-21)Oct 31, 2024 · Advisor changed firm · fact
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
- 27derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address