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 Sjs Investment Services
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 |
|---|---|---|---|---|---|
| Ryan Thomas Stoller | Sjs Investment Services independent RIA | Mpm Wealth Advisors independent RIA | RIA to RIA | Dec 26, 2025 | Jan 7, 2026 |
| Rachel Joy Keesey | Sjs Investment Services independent RIA | Key Investment Services LLC BD affiliated | RIA to affiliated broker-dealer or bank | Nov 30, 2023 | Sep 12, 2025 (652 d) |
| Craig Stafford Huntington | Sjs Investment Services independent RIA | Mpm Wealth Advisors independent RIA | RIA to RIA | Jul 18, 2022 | May 16, 2022 |
| Matthew Harrison Miller | Sjs Investment Services other | Rowland Carmichael Advisors Inc other | Other | May 16, 2016 | Oct 20, 2016 (157 d) |
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4 moves match.