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 Stellar Capital Management LLC
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 |
|---|---|---|---|---|---|
| Sheryl L Rayner | Stellar Capital Management LLC independent RIA | Hoylecohen, LLC independent RIA | RIA to RIA | Oct 2, 2020 | Dec 24, 2020 (83 d) |
| James Patrick Cooney | Stellar Capital Management LLC independent RIA | Hoylecohen, LLC independent RIA | RIA to RIA | Oct 2, 2020 | Dec 24, 2020 (83 d) |
| Derek Stephen Taddei | Stellar Capital Management LLC independent RIA | Hoylecohen, LLC independent RIA | RIA to RIA | Jul 10, 2020 | Mar 30, 2022 (628 d) |
| Brian Lawrence Coughlan | Stellar Capital Management LLC other | Capital Investment Counsel Inc other | Other | May 3, 2005 | Apr 29, 2009 (1457 d) |
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4 moves match.