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 Stonegate Capital Advisors, 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.

AdvisorFromToTypeLeftRegistered
Jameson Alan Van HoutenStonegate Capital Advisors, LLC independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIANov 18, 2021Nov 24, 2021
Todd Michael RubleStonegate Capital Advisors, LLC independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIANov 18, 2021Oct 14, 2021
Sean Patrick MahoneyStonegate Capital Advisors, LLC independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIANov 18, 2021Dec 22, 2021 (34 d)
T Liam PowellStonegate Capital Advisors, LLC independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIANov 18, 2021Oct 14, 2021
Joseph Paul KalmanovitzStonegate Capital Advisors, LLC independent RIAVersant Capital Management, Inc. independent RIARIA to RIAMar 19, 2018Apr 26, 2018 (38 d)
Jill Marie SadlerStonegate Capital Advisors, LLC otherSagepoint Financial, Inc. otherOtherDec 31, 2016Nov 6, 2015
Lia Whisler SearaStonegate Capital Advisors, LLC otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherApr 15, 2015Mar 10, 2015
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7 moves match.