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 Steward 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
Brian Douglass MatlockSteward Wealth Management independent RIAMercer Global Advisors Inc. independent RIARIA to RIAOct 31, 2023Sep 13, 2024 (318 d)
Dustin Cane StiefelSteward Wealth Management independent RIAMercer Global Advisors Inc. independent RIARIA to RIAOct 31, 2023Aug 11, 2023
Vincent Edward HawkinsSteward Wealth Management independent RIAMercer Global Advisors Inc. independent RIARIA to RIAOct 31, 2023Aug 17, 2023
Joseph Doyle McintoshSteward Wealth Management independent RIAMercer Global Advisors Inc. independent RIARIA to RIAOct 31, 2023Aug 14, 2023
Ross Benjamin MillerSteward Wealth Management independent RIAMercer Global Advisors Inc. independent RIARIA to RIAOct 31, 2023Aug 11, 2023
Steven Alan EarlySteward Wealth Management independent RIAClearpoint Wealth Management state registeredRIA to a state-registered adviserAug 3, 2023Nov 4, 2025 (824 d)
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6 moves match.