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.
S••• D••• S•••••
- Professional profile
- linkedin.com/in/sara-stiles-msfp-cfp%C2%AE-81b3b71areportedadviserinfo.sec.govForm ADV Item 1.I, Sep 14, 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.
- R••• R••••••••• L•• state registered currentsince Dec 14, 2018 · Lee'S Summit, Mo
- T•• W••• C•••••• A••••••• L•• institutionalJan 15, 2019 to Mar 21, 2023 · Overland Park, Ks
- P•••••••• S••••••••• I••• BD affiliatedJul 15, 2016 to Sep 6, 2017 · Overland Park, Ks
- B•• F•••••••• A••••••• BD affiliatedJun 5, 2012 to Jul 2, 2014 · Overland Park, Ks
- S•••••••• A••••••• L•• national BDApr 5, 2012 to Jun 13, 2012 · Overland Park, Ks
- C••••• I••••••••• S••••••• L•• formerNov 9, 2009 to Nov 3, 2011 · Independence, Mo
- T•• W••• C•••••• A••••••• L•• to no registered destinationleft Mar 21, 2023 · Departure, no registered destination
- P•••••••• S••••••••• I••• to R••• R••••••••• L••left Sep 6, 2017, registered Dec 14, 2018 (464 days) · Other
- B•• F•••••••• A••••••• to P•••••••• S••••••••• I•••left Jul 2, 2014, registered Jul 15, 2016 (744 days) · Other
- S•••••••• A••••••• L•• to B•• F•••••••• A•••••••left Jun 13, 2012, registered Jun 5, 2012 (-8 days) · Other
- C••••• I••••••••• S••••••• L•• to S•••••••• A••••••• L••left Nov 3, 2011, registered Apr 5, 2012 (154 days) · Other
- S••• D••• S••••• no longer registered at T•• W••• C•••••• A••••••• L••; no later IA registration on IAPDMar 21, 2023 · Advisor departure · 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
- STATE REGISTEREDderived
- Years in industry
- 19derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address