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

Jennifer Aguirre

Silverstone Private Wealthstate registeredKingwood, TxIA-onlyIAPD 6376708

Feed of 09/14/2026

Also filed as Jennifer Ruth Martinez

At current firm

0 y

since Sep 30, 2025

In the industry

10 y

since Apr 1, 2016 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Professional profile

what the firm itself publishes, with the page it was read from

Professional profile: linkedin.com/in/jennifer-aguirre-232b4a59reportedadviserinfo.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.

Registration history

IAPD current and previous registrations

Silverstone Private Wealth state registered current
since Sep 30, 2025 · Kingwood, Tx
Stirlingshire Investments independent RIA
May 10, 2025 to Aug 7, 2025 · New York, Ny
Foundations Investment Advisors LLC independent RIA
Dec 16, 2024 to Feb 14, 2025 · League City, Tx
United Advisors America independent RIA
Sep 26, 2024 to Oct 4, 2024 · Humble, Tx
Outlook Wealth Advisors, LLC independent RIA
Oct 11, 2023 to Jul 25, 2024 · The Woodlands, Tx
Navy Federal Investment Services, LLC BD affiliated
Sep 30, 2019 to Oct 2, 2023 · West Humble, Tx
Pnc Managed Account Solutions, Inc. former
Apr 15, 2019 to Oct 2, 2019 · Kingwood, Tx
Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse
Jul 2, 2018 to Jan 30, 2019 · Humble, Tx
Morgan Stanley wirehouse
Nov 28, 2017 to May 24, 2018 · Houston, Tx
Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse
Aug 15, 2016 to Jul 3, 2017 · Houston, Tx

Moves

a registration end followed by a registration begin elsewhere

Stirlingshire Investments to Silverstone Private Wealth
left Aug 7, 2025, registered Sep 30, 2025 (54 days) · RIA to a state-registered adviser
Foundations Investment Advisors LLC to Stirlingshire Investments
left Feb 14, 2025, registered May 10, 2025 (85 days) · RIA to RIA
United Advisors America to Foundations Investment Advisors LLC
left Oct 4, 2024, registered Dec 16, 2024 (73 days) · RIA to RIA
Outlook Wealth Advisors, LLC to United Advisors America
left Jul 25, 2024, registered Sep 26, 2024 (63 days) · RIA to RIA
Navy Federal Investment Services, LLC to Outlook Wealth Advisors, LLC
left Oct 2, 2023, registered Oct 11, 2023 (9 days) · Affiliated broker-dealer or bank to independent RIA
Pnc Managed Account Solutions, Inc. to Navy Federal Investment Services, LLC
left Oct 2, 2019, registered Sep 30, 2019 (-2 days) · Affiliated broker-dealer or bank to another
Merrill Lynch, Pierce, Fenner & Smith Incorporated to Pnc Managed Account Solutions, Inc.
left Jan 30, 2019, registered Apr 15, 2019 (75 days) · Wirehouse to affiliated broker-dealer or bank · moved with a team
Morgan Stanley to Merrill Lynch, Pierce, Fenner & Smith Incorporated
left May 24, 2018, registered Jul 2, 2018 (39 days) · Wirehouse to wirehouse
Merrill Lynch, Pierce, Fenner & Smith Incorporated to Morgan Stanley
left Jul 3, 2017, registered Nov 28, 2017 (148 days) · Wirehouse to wirehouse

Signals

Jennifer Aguirre left Stirlingshire Investments for Silverstone Private Wealth (registered 2025-09-30)
Aug 7, 2025 · Advisor changed firm · fact
Jennifer Aguirre left Foundations Investment Advisors Llc for Stirlingshire Investments (registered 2025-05-10)
Feb 14, 2025 · Advisor changed firm · fact
Jennifer Aguirre left United Advisors America for Foundations Investment Advisors Llc (registered 2024-12-16)
Oct 4, 2024 · Advisor changed firm · fact
Jennifer Aguirre left Outlook Wealth Advisors, Llc for United Advisors America (registered 2024-09-26)
Jul 25, 2024 · Advisor changed firm · fact
Jennifer Aguirre left Navy Federal Investment Services, Llc for Outlook Wealth Advisors, Llc (registered 2023-10-11)
Oct 2, 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: STATE REGISTEREDderived
Years in industry: 10derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address