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 Laurel Wealth 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Justin Tyler Stehle | Laurel Wealth Advisors, LLC independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | Feb 11, 2025 | Jul 17, 2025 (156 d) |
| Clinton Douglas Townsend | Laurel Wealth Advisors, LLC independent RIA | Bragg Financial Advisors Inc independent RIA | RIA to RIA | Apr 24, 2023 | May 19, 2023 |
| Christopher Nelson Brown | Laurel Wealth Advisors, LLC independent RIA | Oake Financial LLC state registered | RIA to a state-registered adviser | Sep 15, 2021 | Nov 5, 2021 (51 d) |
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3 moves match.