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 Stonefield Investment Advisory, Inc.

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
Patrick Jon MickelsonStonefield Investment Advisory, Inc. otherDendrite Capital, LLC state registeredOtherJun 18, 2021Apr 9, 2021
Stephen Robert MickelsonStonefield Investment Advisory, Inc. otherRed Cedar state registeredOtherMay 6, 2021Dec 7, 2018
Scott Michael BridgfordStonefield Investment Advisory, Inc. otherBridgford Wealth Advisory, LLC state registeredOtherNov 29, 2017Nov 29, 2017
Patrick Jon MickelsonStonefield Investment Advisory, Inc. otherHighwater Wealth Management LLC otherOtherDec 9, 2013Oct 1, 2013
Kent W HenningsStonefield Investment Advisory, Inc. otherCambridge Investment Research Advisors, Inc. otherOtherNov 30, 2010Oct 5, 2010
John Wayne ArthurStonefield Investment Advisory, Inc. otherRda Financial Network otherOtherJul 10, 2008May 19, 2008
David Daniel HarkinStonefield Investment Advisory, Inc. otherDes Moines Investments, LLC independent RIAOtherJul 10, 2008Jan 25, 2008
Duane M RothStonefield Investment Advisory, Inc. otherRda Financial Network otherOtherJul 10, 2008May 21, 2008
Christopher Wayne ArthurStonefield Investment Advisory, Inc. otherRda Financial Network otherOtherJul 10, 2008May 19, 2008
Michael Willmar ForbrookStonefield Investment Advisory, Inc. otherRda Financial Network otherOtherJul 10, 2008May 21, 2008
Bradley Joseph BobbStonefield Investment Advisory, Inc. otherU.S. Bancorp Investments, Inc. otherOtherMar 12, 2008Mar 19, 2008
Charles Daniel CurtisStonefield Investment Advisory, Inc. otherWapg, LLC state registeredOtherFeb 28, 2008Oct 30, 2025 (6454 d)
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12 moves match.