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 Keystone Financial 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
Christopher Allan WattsKeystone Financial Group, LLC independent RIABlueprint Financial Advisors independent RIARIA to RIAFeb 20, 2025Feb 20, 2025
Hunter Mirek BoydKeystone Financial Group, LLC independent RIABlueprint Financial Advisors independent RIARIA to RIAFeb 19, 2025Feb 13, 2025
Emma Kathleen CinnamonKeystone Financial Group, LLC independent RIARaymond James Financial Services Advisors, Inc BD affiliatedRIA to affiliated broker-dealer or bankSep 27, 2024Aug 13, 2025 (320 d)
Keith Todd JenningsKeystone Financial Group, LLC independent RIAJennings & Associates Financial Advisors, LLC no RAUMRIA to a newly registered adviserDec 1, 2023Dec 1, 2023
Nicholas Ryan PoeKeystone Financial Group, LLC independent RIAJennings & Associates Financial Advisors, LLC no RAUMRIA to a newly registered adviserDec 1, 2023Dec 1, 2023
Kristin Renea LynchKeystone Financial Group, LLC independent RIAJennings & Associates Financial Advisors, LLC no RAUMRIA to a newly registered adviserDec 1, 2023Dec 1, 2023
Miranda Renee WoodKeystone Financial Group, LLC independent RIAJennings & Associates Financial Advisors, LLC no RAUMRIA to a newly registered adviserDec 1, 2023Dec 1, 2023
Lee Christian HelmersKeystone Financial Group, LLC independent RIAU.S. Bancorp Investments, Inc. BD affiliatedRIA to affiliated broker-dealer or bankAug 28, 2023Sep 28, 2023 (31 d)
Cullen Miles PopeKeystone Financial Group, LLC independent RIAMidwestern Securities Trading Co.,LLC independent RIARIA to RIAJul 28, 2023Aug 8, 2023
Bradley Carson ClarkKeystone Financial Group, LLC otherEdward Jones national BDOtherJan 23, 2018Jan 26, 2018
Anna Ruth FransenKeystone Financial Group, LLC otherJ.P. Morgan Securities LLC wirehouseOtherFeb 10, 2017Jun 10, 2016
Chrysantha Sophia ClarkKeystone Financial Group, LLC no RAUMStone Fence Wealth Management Group, LLC unclassifiedOtherJun 16, 2014Jun 19, 2014
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12 moves match.