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
Tiffany Chiang Stoner
Certified Financial Planner
Feed of 09/14/2026
Also filed as Tiffany I Chiang
At current firm
1 y
since Oct 16, 2024
In the industry
18 y
since Sep 28, 2007 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66, S63
IA exams only
Book size
not public
not estimated here
Signals
2
dated events on this person
Registration history
IAPD current and previous registrations
- Avier Wealth Advisors independent RIA currentsince Oct 16, 2024 · Bellevue, Wa
- Badgley Phelps Wealth Managers independent RIAApr 28, 2022 to Sep 19, 2024 · Seattle, Wa
- Brighton Jones LLC independent RIASep 3, 2019 to Apr 12, 2022 · Seattle, Wa
- Charles Schwab & Co., Inc. national BDMar 26, 2018 to Mar 14, 2019 · Redmond, Wa
- Strategic Advisers LLC national BDSep 27, 2013 to Oct 4, 2016 · Bellevue, Wa
Moves
a registration end followed by a registration begin elsewhere
- Badgley Phelps Wealth Managers to Avier Wealth Advisorsleft Sep 19, 2024, registered Oct 16, 2024 (27 days) · RIA to RIA
- Brighton Jones LLC to Badgley Phelps Wealth Managersleft Apr 12, 2022, registered Apr 28, 2022 (16 days) · RIA to RIA
- Charles Schwab & Co., Inc. to Brighton Jones LLCleft Mar 14, 2019, registered Sep 3, 2019 (173 days) · Affiliated broker-dealer or bank to independent RIA
- Strategic Advisers LLC to Charles Schwab & Co., Inc.left Oct 4, 2016, registered Mar 26, 2018 (538 days) · Affiliated broker-dealer or bank to another
Signals
- Tiffany Chiang Stoner left Badgley Phelps Wealth Managers for Avier Wealth Advisors (registered 2024-10-16)Sep 19, 2024 · Advisor changed firm · fact
- Tiffany Chiang Stoner left Brighton Jones Llc for Badgley Phelps Wealth Managers (registered 2022-04-28)Apr 12, 2022 · 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
- Independent wealth managerderived
- Years in industry
- 18derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address