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 Stonecrest Advisors, Inc.
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 |
|---|---|---|---|---|---|
| Jorge Anibal Rojas Nieves | Stonecrest Advisors, Inc. independent RIA | Connelly Capital Management LLC asset manager | Other | Aug 6, 2025 | Mar 11, 2026 (217 d) |
| Matthew J Nielsen | Stonecrest Advisors, Inc. mixed wealth | Benchmark Advisory Services, LLC independent RIA | RIA to RIA | May 28, 2020 | May 21, 2020 |
| Franklin Thomas Gutierrez | Stonecrest Advisors, Inc. mixed wealth | Citigroup Global Markets Inc. other | Other | Jun 13, 2017 | May 15, 2017 |
| Andrea Louise Swope | Stonecrest Advisors, Inc. mixed wealth | Cary Street Partners BD affiliated | RIA to affiliated broker-dealer or bank | Mar 23, 2017 | Jan 22, 2019 (670 d) |
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4 moves match.