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 Stone Toro Investment Advisers
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 Drew Harrington | Stone Toro Investment Advisers other | Spire Wealth Management, LLC other | Other | Aug 25, 2017 | Aug 29, 2017 |
| Michael Jarzyna | Stone Toro Investment Advisers other | Stone Toro Wealth Management LLC other | Other | Mar 14, 2016 | Mar 6, 2015 |
| David William Cook | Stone Toro Investment Advisers other | Strategy Asset Managers L.L.C. other | Other | Mar 25, 2015 | Jun 9, 2016 (442 d) |
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3 moves match.