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 Stark Financial Advisers, 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Stacey R Stark | Stark Financial Advisers, Inc. independent RIA | Aurelia Capital Advisors, Inc. state registered | RIA to a state-registered adviser | Apr 29, 2025 | Apr 25, 2025 |
| Gerald E Shaw | Stark Financial Advisers, Inc. independent RIA | Forefront independent RIA | RIA to RIA | May 17, 2023 | Jul 7, 2023 (51 d) |
| Matthew John Fevola | Stark Financial Advisers, Inc. independent RIA | Cs Planning Corp independent RIA | RIA to RIA | Dec 31, 2022 | Mar 18, 2024 (443 d) |
| Evan W Kluttz | Stark Financial Advisers, Inc. independent RIA | Harbour Investments, Inc. other | Other | Jun 6, 2017 | Jun 6, 2017 |
| Tamara Maxine Kotaska | Stark Financial Advisers, Inc. independent RIA | Signator Financial Services, Inc. other | Other | Nov 4, 2013 | Jun 23, 2015 (596 d) |
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5 moves match.