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 Stewardship Advisory Group, 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
Cecil Matthew HightStewardship Advisory Group, LLC independent RIAAdvisor Share Wealth Management, LLC independent RIARIA to RIAJun 9, 2026Apr 29, 2026
Tony Lee AdkisonStewardship Advisory Group, LLC independent RIAAdvisor Share Wealth Management, LLC independent RIARIA to RIAJun 9, 2026May 13, 2026
Jacob Benjamin EkkensStewardship Advisory Group, LLC independent RIAStewardship Trust Advisors independent RIARIA to RIAAug 1, 2023Jun 28, 2023
Todd William AckermannStewardship Advisory Group, LLC independent RIAStewardship Trust Advisors independent RIARIA to RIAJul 31, 2023Jun 28, 2023
Craig Allan AckermannStewardship Advisory Group, LLC independent RIAStewardship Trust Advisors independent RIARIA to RIAJul 31, 2023Jun 28, 2023
Robert WronaStewardship Advisory Group, LLC independent RIARegal Investment Advisors LLC BD affiliatedRIA to affiliated broker-dealer or bankMay 16, 2023Oct 23, 2024 (526 d)
Brandon Kyle CatrettStewardship Advisory Group, LLC independent RIARidgeline Private Wealth independent RIARIA to RIAMar 31, 2023May 12, 2023 (42 d)
John Coleman DewittStewardship Advisory Group, LLC independent RIAAllgen Financial Advisors, Inc. independent RIARIA to RIAJun 15, 2020Jul 17, 2020 (32 d)
Raymond Elias DuenasStewardship Advisory Group, LLC independent RIAUnited Planners' Financial Services Of America A Limited Partner independent RIARIA to RIAJul 16, 2019Jan 24, 2019
Mark N HenryStewardship Advisory Group, LLC independent RIAVirtue Wealth Counsel, LLC state registeredRIA to a state-registered adviserJun 14, 2019Jun 2, 2019
Trina L HannerStewardship Advisory Group, LLC otherBeacon Wealth Consultants, Inc. otherOtherNov 3, 2014Nov 3, 2014
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11 moves match.