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 Wealthstone Advisors

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.

AdvisorFromToTypeLeftRegistered
Norman Gary CookWealthstone Advisors independent RIASequoia Financial Group, L.L.C. independent RIARIA to RIADec 31, 2021Jul 28, 2021
Angela J CosgrayWealthstone Advisors independent RIASequoia Financial Group, L.L.C. independent RIARIA to RIADec 31, 2021Jul 15, 2021
Cheryl Lynne LutmanWealthstone Advisors independent RIASequoia Financial Group, L.L.C. independent RIARIA to RIADec 31, 2021Jul 9, 2021
Jack P ZhangWealthstone Advisors independent RIASequoia Financial Group, L.L.C. independent RIARIA to RIADec 31, 2021Jul 15, 2021
Christopher D RuleWealthstone Advisors independent RIASequoia Financial Group, L.L.C. independent RIARIA to RIADec 31, 2021Jul 15, 2021
Elias James CaleshuWealthstone Advisors independent RIAHamilton Capital independent RIARIA to RIAAug 16, 2019Aug 26, 2019
Kevin Joseph KaleWealthstone Advisors independent RIAAncora Private Wealth Advisors, LLC independent RIARIA to RIAFeb 1, 2019Oct 14, 2020 (621 d)
Jordan Michael AcerWealthstone Advisors independent RIANvest Wealth Strategies, Inc. otherOtherFeb 1, 2019Feb 11, 2019
Christian HviidWealthstone Advisors independent RIAConcordia Wealth Planning, LLC state registeredRIA to a state-registered adviserSep 13, 2018Sep 12, 2025 (2556 d)
Jeffrey Richard GomezWealthstone Advisors otherG2 Capital Management, LLC independent RIAOtherJan 24, 2017Jan 27, 2017
Greg Robert GrabovacWealthstone Advisors otherG2 Capital Management, LLC independent RIAOtherJan 24, 2017Jan 27, 2017
Gregory Alan SmithWealthstone Advisors otherHamilton Capital otherOtherApr 7, 2016Apr 18, 2016
James Andrew RogersWealthstone Advisors otherHamilton Capital otherOtherMar 4, 2011Apr 13, 2011 (40 d)
William Gary HenderlyWealthstone Advisors otherNvest Wealth Strategies, Inc. otherOtherNov 8, 2007Mar 15, 2006
Mark D. KindbergWealthstone Advisors otherPpc Portfolio Consultants, Inc. unclassifiedOtherFeb 4, 2006Jan 22, 2004
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15 moves match.