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 Tyler-Stone Wealth 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| John Patrick Cingel | Tyler-Stone Wealth Management, LLC independent RIA | LPL Financial LLC BD affiliated | RIA to affiliated broker-dealer or bank | Dec 15, 2025 | Sep 15, 2025 |
| William Philip Tyler | Tyler-Stone Wealth Management, LLC independent RIA | LPL Financial LLC BD affiliated | RIA to affiliated broker-dealer or bank | Dec 15, 2025 | Sep 16, 2025 |
| Maria Teresa Sikora | Tyler-Stone Wealth Management, LLC independent RIA | LPL Financial LLC BD affiliated | RIA to affiliated broker-dealer or bank | Dec 15, 2025 | Sep 16, 2025 |
| Stuart David Abrams | Tyler-Stone Wealth Management, LLC independent RIA | LPL Financial LLC BD affiliated | RIA to affiliated broker-dealer or bank | Dec 15, 2025 | Sep 16, 2025 |
| Marc Hamilton Stone | Tyler-Stone Wealth Management, LLC independent RIA | LPL Financial LLC BD affiliated | RIA to affiliated broker-dealer or bank | Dec 15, 2025 | Sep 15, 2025 |
| Jean Marie Stefanov | Tyler-Stone Wealth Management, LLC independent RIA | LPL Financial LLC BD affiliated | RIA to affiliated broker-dealer or bank | Dec 15, 2025 | Jul 22, 2025 |
| Eric James Heffke | Tyler-Stone Wealth Management, LLC independent RIA | LPL Financial LLC BD affiliated | RIA to affiliated broker-dealer or bank | Dec 15, 2025 | Sep 16, 2025 |
| Daniel Hamilton Bralliar | Tyler-Stone Wealth Management, LLC independent RIA | LPL Financial LLC BD affiliated | RIA to affiliated broker-dealer or bank | Dec 15, 2025 | Sep 16, 2025 |
| Thomas Francis Dowd | Tyler-Stone Wealth Management, LLC independent RIA | LPL Financial LLC BD affiliated | RIA to affiliated broker-dealer or bank | Dec 15, 2025 | Sep 15, 2025 |
| Matthew Michael Darcy | Tyler-Stone Wealth Management, LLC independent RIA | LPL Financial LLC BD affiliated | RIA to affiliated broker-dealer or bank | Dec 15, 2025 | Sep 15, 2025 |
| Gregory Joseph Harris | Tyler-Stone Wealth Management, LLC independent RIA | LPL Financial LLC BD affiliated | RIA to affiliated broker-dealer or bank | Dec 15, 2025 | Jun 17, 2025 |
| Tina Marie Hallier | Tyler-Stone Wealth Management, LLC independent RIA | LPL Financial LLC BD affiliated | RIA to affiliated broker-dealer or bank | Dec 15, 2025 | Sep 16, 2025 |
| Karen Frankino | Tyler-Stone Wealth Management, LLC independent RIA | LPL Financial LLC BD affiliated | RIA to affiliated broker-dealer or bank | Dec 15, 2025 | Sep 16, 2025 |
| Jonathan Robert Schonfeld | Tyler-Stone Wealth Management, LLC independent RIA | LPL Financial LLC BD affiliated | RIA to affiliated broker-dealer or bank | Dec 15, 2025 | Sep 26, 2025 |
| Stephanie Elizabeth Stone | Tyler-Stone Wealth Management, LLC independent RIA | LPL Financial LLC BD affiliated | RIA to affiliated broker-dealer or bank | Dec 15, 2025 | Sep 16, 2025 |
| William Louis Dimenna | Tyler-Stone Wealth Management, LLC independent RIA | LPL Financial LLC BD affiliated | RIA to affiliated broker-dealer or bank | Dec 15, 2025 | Aug 9, 2024 |
| Kristen Alice Mignogna | Tyler-Stone Wealth Management, LLC independent RIA | LPL Financial LLC BD affiliated | RIA to affiliated broker-dealer or bank | Dec 15, 2025 | Sep 16, 2025 |
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17 moves match.