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 Stout Wealth Advisory Group, 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 |
|---|---|---|---|---|---|
| Marc Edward Bowman | Stout Wealth Advisory Group, LLC state registered | Bowman Wealth Management Group state registered | Other | Apr 17, 2026 | Mar 4, 2026 |
| Jared Edward Bowman | Stout Wealth Advisory Group, LLC state registered | Bowman Wealth Management Group state registered | Other | Apr 17, 2026 | Mar 4, 2026 |
| David James Hunter | Stout Wealth Advisory Group, LLC state registered | First Light Wealth state registered | Other | Mar 2, 2023 | Apr 21, 2023 (50 d) |
| Michelle Medleycott Joyce | Stout Wealth Advisory Group, LLC state registered | LPL Financial LLC BD affiliated | Other | Jul 23, 2012 | Aug 17, 2023 (4042 d) |
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4 moves match.