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 Sterling Investment Counsel, 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 |
|---|---|---|---|---|---|
| Connor Joseph Rosenecker | Sterling Investment Counsel, LLC independent RIA | Covenant Wealth state registered | RIA to a state-registered adviser | Mar 16, 2026 | Apr 8, 2026 |
| Christine Papelian | Sterling Investment Counsel, LLC independent RIA | Illumination Wealth Management independent RIA | RIA to RIA | Dec 8, 2025 | Dec 10, 2025 |
| Angela Marie Hall | Sterling Investment Counsel, LLC independent RIA | Note Advisors, LLC independent RIA | RIA to RIA | Dec 13, 2018 | Aug 2, 2018 |
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3 moves match.