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 Dba Stone Wealth Management

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
William Morgan StoneDba Stone Wealth Management independent RIAAvidian Wealth Solutions independent RIARIA to RIAOct 9, 2023Jan 19, 2023
Antonio Jose TovarDba Stone Wealth Management independent RIAAvidian Wealth Solutions independent RIARIA to RIAOct 9, 2023Jan 18, 2023
Kacie Joellen SwartzDba Stone Wealth Management independent RIABlack Barn Financial, LLC independent RIARIA to RIADec 15, 2022Dec 16, 2022
Alexander Joseph GarciaDba Stone Wealth Management independent RIAHub Investment Partners, LLC otherOtherJun 7, 2021Jun 29, 2021
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4 moves match.