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 Stordahl Capital 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Eden Elizabeth Ross | Stordahl Capital Management, Inc. independent RIA | Root Financial Partners independent RIA | RIA to RIA | Sep 24, 2025 | Jan 20, 2026 (118 d) |
| Peyton Louise Simmons | Stordahl Capital Management, Inc. independent RIA | Modern Wealth Management, LLC independent RIA | RIA to RIA | Dec 13, 2024 | Jan 9, 2025 |
| Joan Kathleen Koss | Stordahl Capital Management, Inc. independent RIA | Callan Capital, LLC independent RIA | RIA to RIA | Nov 16, 2023 | Jan 26, 2024 (71 d) |
| Tyler Hurst Smith | Stordahl Capital Management, Inc. independent RIA | Forum Financial Management, LP independent RIA | RIA to RIA | Sep 30, 2022 | Oct 5, 2022 |
| Joseph Vargin | Stordahl Capital Management, Inc. independent RIA | Fidelity Personal And Workplace Advisors BD affiliated | RIA to affiliated broker-dealer or bank | Nov 10, 2021 | Mar 7, 2022 (117 d) |
| William Michael Brennan | Stordahl Capital Management, Inc. independent RIA | All Season Financial Advisors, Inc. independent RIA | RIA to RIA | Jan 15, 2021 | Jan 29, 2021 |
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6 moves match.