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 Stewardship Financial 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
Jonathan Shane HunterStewardship Financial Advisors, LLC independent RIACaptrust institutionalOtherJun 30, 2021Apr 26, 2021
Charles Bernard PykeStewardship Financial Advisors, LLC independent RIACetera Advisors LLC otherOtherJun 30, 2021Jun 10, 2011
Matthew Scott GodleskiStewardship Financial Advisors, LLC independent RIACaptrust institutionalOtherJun 30, 2021Apr 26, 2021
Patrick James PlunkettStewardship Financial Advisors, LLC independent RIACaptrust institutionalOtherJun 30, 2021Apr 26, 2021
Andrew Joseph LangdonStewardship Financial Advisors, LLC independent RIAVetworth state registeredRIA to a state-registered adviserFeb 4, 2020Jan 27, 2020
John Bell KeebleStewardship Financial Advisors, LLC otherKeeble IV, John B. unclassifiedOtherOct 20, 2014Jul 9, 2014
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6 moves match.