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 Slatestone Wealth 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
Robert Glenn PavlikSlatestone Wealth LLC independent RIADakota Wealth, LLC independent RIARIA to RIANov 9, 2020Nov 20, 2020
Eyal (Nmn) GalinskySlatestone Wealth LLC independent RIAAmerican Portfolios Advisors, Inc independent RIARIA to RIAOct 23, 2020Apr 6, 2021 (165 d)
Nicole Quiroga Galinsky CarlonSlatestone Wealth LLC independent RIAAmerican Portfolios Advisors, Inc independent RIARIA to RIAOct 23, 2020May 3, 2021 (192 d)
David John CostiganSlatestone Wealth LLC independent RIASlatestone Private Client no RAUMOtherSep 22, 2020Jun 18, 2019
Glenn William KoehlSlatestone Wealth LLC independent RIASoltis Investment Advisors, LLC independent RIARIA to RIAMar 10, 2020Feb 6, 2020
Jason Scott RasmussenSlatestone Wealth LLC independent RIASoltis Investment Advisors, LLC independent RIARIA to RIAMar 10, 2020Feb 6, 2020
Ronit RogoszinskiSlatestone Wealth LLC independent RIAAmerican Portfolios Advisors, Inc independent RIARIA to RIASep 26, 2019Aug 23, 2019
Timothy Matthew BrannSlatestone Wealth LLC independent RIASoltis Investment Advisors, LLC independent RIARIA to RIAJan 7, 2019Apr 26, 2019 (109 d)
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8 moves match.