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 Stillwater Investment Management, 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 |
|---|---|---|---|---|---|
| James Kehoe Tonrey | Stillwater Investment Management, LLC independent RIA | Dakota Wealth, LLC independent RIA | RIA to RIA | Oct 9, 2023 | Jun 1, 2023 |
| Eric Andrew Bratvold | Stillwater Investment Management, LLC independent RIA | Dakota Wealth, LLC independent RIA | RIA to RIA | Oct 9, 2023 | Jun 1, 2023 |
| Matthew Steiger | Stillwater Investment Management, LLC other | Columbia Management Investment Advisers, LLC asset manager | Other | Nov 15, 2017 | Apr 5, 2019 (506 d) |
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3 moves match.