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 Stone Oak 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 |
|---|---|---|---|---|---|
| Donald R Laurence | Stone Oak Wealth Management, LLC independent RIA | Naviant Partners, LLC no RAUM | RIA to a newly registered adviser | Jan 27, 2026 | Jan 14, 2026 |
| Abigail Nicole Williams | Stone Oak Wealth Management, LLC independent RIA | Naviant Partners, LLC no RAUM | RIA to a newly registered adviser | Jan 26, 2026 | Jan 12, 2026 |
| Lawrence Brown | Stone Oak Wealth Management, LLC independent RIA | Pnc Wealth Management BD affiliated | RIA to affiliated broker-dealer or bank | Sep 16, 2024 | Oct 7, 2024 |
| Dawna Larson | Stone Oak Wealth Management, LLC independent RIA | Wells Fargo Advisors wirehouse | RIA to wirehouse | Jul 7, 2021 | Jun 28, 2021 |
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4 moves match.