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 Ironwood Investment Counsel, 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 |
|---|---|---|---|---|---|
| Alek John Sokoloski | Ironwood Investment Counsel, LLC independent RIA | Avior Wealth Management, LLC independent RIA | RIA to RIA | Mar 15, 2026 | Apr 10, 2026 |
| Stephen Mandracchia | Ironwood Investment Counsel, LLC independent RIA | Dew Wealth Management independent RIA | RIA to RIA | Nov 28, 2023 | Sep 22, 2023 |
| Jeffrey Edward Shiffra | Ironwood Investment Counsel, LLC independent RIA | Clarkston Capital Partners, LLC mixed wealth | RIA to RIA | Dec 31, 2020 | Jan 26, 2021 |
| William Darrell Lee | Ironwood Investment Counsel, LLC independent RIA | Clarkston Capital Partners, LLC mixed wealth | RIA to RIA | Dec 31, 2020 | Jan 25, 2021 |
| Gregory Don Stott | Ironwood Investment Counsel, LLC other | Approach Capital LLC independent RIA | Other | Feb 16, 2018 | Feb 13, 2018 |
Page 1 of 1
5 moves match.