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 Stokes & Hubbell Capital Management, 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
David Carl StokesStokes & Hubbell Capital Management, LLC independent RIAStokes Family Office LLC no RAUMRIA to a newly registered adviserJul 16, 2019May 30, 2019
Steven John HubbellStokes & Hubbell Capital Management, LLC independent RIAHubbell Strickland Wealth Management, LLC no RAUMRIA to a newly registered adviserJul 16, 2019May 23, 2019
Todd Steven HubbellStokes & Hubbell Capital Management, LLC independent RIAHubbell Strickland Wealth Management, LLC no RAUMRIA to a newly registered adviserJul 16, 2019May 23, 2019
Gregory John StokesStokes & Hubbell Capital Management, LLC independent RIAStokes Family Office LLC no RAUMRIA to a newly registered adviserJul 16, 2019May 30, 2019
Carson Wayne StricklandStokes & Hubbell Capital Management, LLC independent RIAHubbell Strickland Wealth Management, LLC no RAUMRIA to a newly registered adviserJul 16, 2019May 22, 2019
Douglas Matthew StokesStokes & Hubbell Capital Management, LLC independent RIAStokes Family Office LLC no RAUMRIA to a newly registered adviserJul 16, 2019May 30, 2019
Rachael RichardStokes & Hubbell Capital Management, LLC independent RIAStokes Family Office LLC no RAUMRIA to a newly registered adviserJul 16, 2019May 20, 2019
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7 moves match.