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
Amy Rowe-Stahl
Feed of 09/15/2026
Also filed as Amy Rowe Kindred
At current firm
2 y
since Nov 2, 2023
In the industry
14 y
since Dec 16, 2011 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Frost Investment Services BD affiliated currentsince Nov 2, 2023 · Spring, Tx
- Wells Fargo Advisors wirehouseJul 9, 2021 to Oct 25, 2023 · Houston, Tx
- Pnc Managed Account Solutions, Inc. formerFeb 28, 2013 to Jul 9, 2021 · The Woodlands, Tx
- Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseDec 20, 2011 to Feb 20, 2013 · The Woodlands, Tx
Moves
a registration end followed by a registration begin elsewhere
- Wells Fargo Advisors to Frost Investment Servicesleft Oct 25, 2023, registered Nov 2, 2023 (8 days) · Wirehouse to affiliated broker-dealer or bank
- Pnc Managed Account Solutions, Inc. to Wells Fargo Advisorsleft Jul 9, 2021, registered Jul 9, 2021 (0 days) · Affiliated broker-dealer or bank to wirehouse
- Merrill Lynch, Pierce, Fenner & Smith Incorporated to Pnc Managed Account Solutions, Inc.left Feb 20, 2013, registered Feb 28, 2013 (8 days) · Other
Signals
- Amy Rowe-Stahl left Wells Fargo Advisors for Frost Investment Services (registered 2023-11-02)Oct 25, 2023 · 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
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 14derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address