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 Stash Wealth, 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Brady David Hemmerle | Stash Wealth, LLC independent RIA | Park Avenue Securities LLC BD affiliated | RIA to affiliated broker-dealer or bank | Nov 10, 2023 | Jan 2, 2024 (53 d) |
| Jonathan R Dunn | Stash Wealth, LLC independent RIA | Capitol Family Office, Inc. independent RIA | RIA to RIA | Sep 23, 2022 | Nov 14, 2022 (52 d) |
| Robert Thomas Kovalesky | Stash Wealth, LLC independent RIA | Mcadam LLC independent RIA | RIA to RIA | Aug 12, 2022 | Jan 17, 2023 (158 d) |
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3 moves match.