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 Stonecrop Wealth Advisors, 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
Jessica ChominskiStonecrop Wealth Advisors, LLC independent RIAMoralis Technologies, LLC independent RIARIA to RIAMar 4, 2026Mar 19, 2026
Charles BlachfordStonecrop Wealth Advisors, LLC independent RIANorthwestern Mutual Investment Services,LLC no RAUMOtherJun 17, 2024Nov 11, 2024 (147 d)
Cassandra QueenStonecrop Wealth Advisors, LLC independent RIAWells Fargo Advisors wirehouseRIA to wirehouseNov 30, 2023Mar 8, 2024 (99 d)
James Joseph CuoratoStonecrop Wealth Advisors, LLC independent RIACwm, LLC BD affiliatedRIA to affiliated broker-dealer or bankApr 19, 2022Jun 16, 2025 (1154 d)
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4 moves match.