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 Stoever Glass 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
Steven Charles SapirsteinStoever Glass Wealth Management, Inc. independent RIAHerbert J. Sims Capital Management, Inc. independent RIARIA to RIAFeb 7, 2025Feb 11, 2025
Lee Anne FosterStoever Glass Wealth Management, Inc. independent RIABeacon Global Advisor Network, LLC independent RIARIA to RIAFeb 7, 2025Mar 12, 2025 (33 d)
Adam Craig GoodmanStoever Glass Wealth Management, Inc. independent RIALPL Financial LLC BD affiliatedRIA to affiliated broker-dealer or bankJan 24, 2025Jan 22, 2025
Russell Jude StoeverStoever Glass Wealth Management, Inc. independent RIACrews & Associates, Inc. independent RIARIA to RIAJan 24, 2025Jan 24, 2025
Gregory Edward BarrStoever Glass Wealth Management, Inc. independent RIAHerbert J. Sims Capital Management, Inc. independent RIARIA to RIAJan 13, 2025Jan 16, 2025
Philip A PikeStoever Glass Wealth Management, Inc. independent RIAHerbert J. Sims Capital Management, Inc. independent RIARIA to RIAJan 10, 2025Jan 17, 2025
David James LeskoStoever Glass Wealth Management, Inc. independent RIAPruco Securities, LLC BD affiliatedRIA to affiliated broker-dealer or bankJun 24, 2024Jun 24, 2024
Alejandro Michael ViteriStoever Glass Wealth Management, Inc. independent RIAHerbert J. Sims Capital Management, Inc. independent RIARIA to RIAJun 3, 2024Jun 28, 2024
Eric R CohenStoever Glass Wealth Management, Inc. independent RIAB. Riley Wealth Advisors, Inc. BD affiliatedRIA to affiliated broker-dealer or bankMar 3, 2023Mar 17, 2023
Richard Louis KesnerStoever Glass Wealth Management, Inc. independent RIAThe Commonwealth Group LLC state registeredRIA to a state-registered adviserJan 3, 2023Oct 30, 2023 (300 d)
Andrew Lawrence KleinmanStoever Glass Wealth Management, Inc. independent RIACoastal Way Financial Group, LLC state registeredRIA to a state-registered adviserSep 27, 2022May 30, 2017
Lawrence R MelcerStoever Glass Wealth Management, Inc. independent RIAA.G.P / Alliance Global Partners independent RIARIA to RIAJul 13, 2020Jul 20, 2020
Steven R BellStoever Glass Wealth Management, Inc. independent RIAMorgan Stanley wirehouseRIA to wirehouseApr 4, 2019Mar 29, 2019
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13 moves match.