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.
Advisor moves
Departures from Weatherly Asset Management
A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Stone Evan Churby | Weatherly Asset Management independent RIA | Presidio Capital Management, LLC independent RIA | RIA to RIA | Jun 22, 2026 | Jun 30, 2026 |
| Candise Lisa Holmlund | Weatherly Asset Management independent RIA | Alaethes Wealth, LLC independent RIA | RIA to RIA | Jun 21, 2019 | Sep 5, 2019 (76 d) |
| Erik Henry Nelson | Weatherly Asset Management independent RIA | Dowling & Yahnke, LLC independent RIA | RIA to RIA | Feb 28, 2019 | Aug 15, 2019 (168 d) |
| Scott Robert Frank | Weatherly Asset Management other | Stone Steps Financial, LLC independent RIA | Other | Mar 3, 2015 | Apr 3, 2015 (31 d) |
| Mary Ellen Brennan | Weatherly Asset Management other | Stone Steps Financial, LLC independent RIA | Other | Mar 20, 2013 | Mar 24, 2020 (2561 d) |
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5 moves match.