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 Sound Stewardship, 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 |
|---|---|---|---|---|---|
| Jeb Michael Flynn | Sound Stewardship, LLC independent RIA | Keen Wealth Advisors independent RIA | RIA to RIA | May 27, 2020 | Jul 24, 2020 (58 d) |
| Daniel Scott Reiter | Sound Stewardship, LLC other | Creative Planning other | Other | Nov 6, 2017 | Nov 21, 2017 |
| Tyler James Landes | Sound Stewardship, LLC other | Tandem Financial Guidance, LLC state registered | Other | Jan 7, 2015 | Mar 23, 2015 (75 d) |
| Daniel William Weeks | Sound Stewardship, LLC other | Umb Financial Services, Inc. no RAUM | Other | Jun 30, 2014 | Oct 21, 2014 (113 d) |
| Brent Hoskins | Sound Stewardship, LLC other | American Century Advisory Services, Inc. no RAUM | Other | Feb 1, 2010 | Feb 17, 2010 |
| John Paul Chladek | Sound Stewardship, LLC other | Chladek Wealth Management, LLC state registered | Other | Mar 9, 2009 | Feb 1, 2010 (329 d) |
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6 moves match.