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 Shone 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
Mark William ShoneShone Wealth Management independent RIASas Financial Advisors unclassifiedOtherAug 18, 2021Aug 18, 2014
Richard GrossShone Wealth Management independent RIAAllworth Financial, L.P. independent RIARIA to RIAAug 18, 2021May 3, 2021
Griffin Daniel SheehyShone Wealth Management independent RIAWillow Creek Wealth Management, Inc. independent RIARIA to RIAAug 18, 2021Apr 29, 2021
Brianna Nicole HasbrookShone Wealth Management independent RIAAllworth Financial, L.P. independent RIARIA to RIAAug 18, 2021May 3, 2021
Ira Harold FatemanShone Wealth Management independent RIASas Financial Advisors, LLC. independent RIARIA to RIAJan 16, 2018Aug 6, 2025 (2759 d)
Page 1 of 1
5 moves match.