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 Sizemore

Tru Independence Asset Management, LLCindependent RIAPortland, OrIA-onlyIAPD 4052029

Feed of 09/14/2026

Also filed as Stacy Leigh Burgess

At current firm

7 y

since Jul 11, 2019

In the industry

26 y

since May 11, 2000 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Tru Independence Asset Management 2, LLC independent RIA current
since Nov 2, 2021 · Portland, Or
Tru Independence Asset Management, LLC independent RIA current
since Jul 11, 2019 · Portland, Or
Sound Legacy Wealth Advisors, LLC independent RIA
Apr 22, 2020 to Jan 7, 2021 · Kirkland, Wa
M Holdings Securities, Inc. BD affiliated
Aug 7, 2017 to Mar 4, 2019 · Portland, Or
D.A. Davidson & Co. independent RIA
Oct 18, 2007 to Jul 24, 2017 · Portland, Or
Citigroup Global Markets Inc. BD affiliated
Nov 18, 2006 to Jun 9, 2007 · Seattle, Wa

Moves

a registration end followed by a registration begin elsewhere

Sound Legacy Wealth Advisors, LLC to Tru Independence Asset Management 2, LLC
left Jan 7, 2021, registered Nov 2, 2021 (299 days) · RIA to RIA
M Holdings Securities, Inc. to Tru Independence Asset Management, LLC
left Mar 4, 2019, registered Jul 11, 2019 (129 days) · Affiliated broker-dealer or bank to independent RIA
D.A. Davidson & Co. to M Holdings Securities, Inc.
left Jul 24, 2017, registered Aug 7, 2017 (14 days) · Other
Citigroup Global Markets Inc. to D.A. Davidson & Co.
left Jun 9, 2007, registered Oct 18, 2007 (131 days) · Other

Signals

Stacy Sizemore, registered through Tru Independence Asset Management, LLC (Portland, OR), is a direct owner of Stackstone Wealth, LLC, an adviser first registered 2026-06-24; in 2023-2025, 164 of 330 such owners registered at this class of firm moved to the new adviser within a year, median 92 days after the filing
Jun 24, 2026 · Owner of a newly registered adviser · 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: 26derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address