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 Stonewater Wealth Management, 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.

AdvisorFromToTypeLeftRegistered
Nicholas Alexander MunozStonewater Wealth Management, Inc. independent RIAIronoak Wealth independent RIARIA to RIAMar 23, 2022Jan 15, 2020
Tracey Kulpa BrenneiseStonewater Wealth Management, Inc. independent RIAIronoak Wealth independent RIARIA to RIAMar 23, 2022Jun 18, 2020
Kelly Ann McgrathStonewater Wealth Management, Inc. independent RIAIronclad Strategies LLC unclassifiedOtherMar 23, 2022May 14, 2019
Ryan Joel CanalesStonewater Wealth Management, Inc. mixed wealthCommonwealth Financial Network national BDRIA to affiliated broker-dealer or bankOct 4, 2019Sep 17, 2019
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4 moves match.