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 Per Stirling Capital 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.

AdvisorFromToTypeLeftRegistered
Timothy Mark RollsPer Stirling Capital Management, LLC independent RIAIntegrity Alliance, LLC BD affiliatedRIA to affiliated broker-dealer or bankOct 21, 2025Mar 25, 2026 (155 d)
Mary Voll MillerPer Stirling Capital Management, LLC independent RIAMission Wealth Management, LP independent RIARIA to RIAMar 31, 2023Mar 2, 2023
Alison Rose MillerPer Stirling Capital Management, LLC independent RIAMission Wealth Management, LP independent RIARIA to RIAMar 31, 2023Mar 2, 2023
Ryan Lane McdonaldPer Stirling Capital Management, LLC independent RIAVann Equity Management LLC otherOtherNov 12, 2021Nov 23, 2021
Richard Alan MaplesPer Stirling Capital Management, LLC independent RIAVann Equity Management LLC otherOtherNov 12, 2021Nov 22, 2021
Fadi BouryPer Stirling Capital Management, LLC independent RIAInvestor'S Advantage independent RIARIA to RIAAug 2, 2021Mar 14, 2022 (224 d)
Julie Kay NielsenPer Stirling Capital Management, LLC independent RIACapital Advisors, Inc. independent RIARIA to RIAJun 25, 2021Sep 21, 2021 (88 d)
Martha Ruth EgliPer Stirling Capital Management, LLC independent RIAJ.P. Morgan Securities LLC wirehouseRIA to wirehouseJan 3, 2020Jan 17, 2020
John Allen VannPer Stirling Capital Management, LLC independent RIAVann Equity Management LLC no RAUMOtherDec 11, 2019Dec 13, 2019
Bryant HayesPer Stirling Capital Management, LLC independent RIAJ.P. Morgan Securities LLC wirehouseRIA to wirehouseApr 15, 2019Jun 13, 2019 (59 d)
Manuel Enrique RamirezPer Stirling Capital Management, LLC independent RIAVersai Wealth Management LLC state registeredRIA to a state-registered adviserJun 28, 2018Aug 29, 2018 (62 d)
Scott Wayne WallacePer Stirling Capital Management, LLC otherCharles Schwab & Co., Inc. national BDOtherAug 18, 2015Jan 26, 2016 (161 d)
Taylor Lee PetersonPer Stirling Capital Management, LLC otherFirst Heartland Consultants, Inc. otherOtherAug 18, 2015Oct 14, 2015 (57 d)
Mauricio SanchezPer Stirling Capital Management, LLC otherSpc otherOtherDec 15, 2014Jan 26, 2015 (42 d)
Julia Yuryevna GavrilovPer Stirling Capital Management, LLC otherSouth Texas Money Management, Ltd. otherOtherNov 14, 2014Mar 18, 2015 (124 d)
Stanley Holland BlackPer Stirling Capital Management, LLC otherYale Capital Corp. otherOtherJul 31, 2013Feb 7, 2014 (191 d)
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16 moves match.