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 Stephens Consulting, 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
Sheryl Elaine StephensStephens Consulting, LLC independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIAMar 31, 2026Jan 15, 2026
Victoria Adair BoswellStephens Consulting, LLC independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIADec 31, 2025Feb 10, 2026 (41 d)
Jason Alan GuentherStephens Consulting, LLC independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIADec 31, 2025Jan 13, 2026
Jill Raeanne CarrStephens Consulting, LLC independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIADec 31, 2025Jan 13, 2026
Tyler Joel StephensStephens Consulting, LLC independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIADec 31, 2025Jan 13, 2026
Jessica Erin GrybelStephens Consulting, LLC independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIADec 31, 2025Jan 15, 2026
Melissa Nicole JoyStephens Consulting, LLC independent RIAPearl Planning no RAUMRIA to a newly registered adviserAug 7, 2025Jul 16, 2025
Toni Marie WanderStephens Consulting, LLC independent RIAPearl Planning no RAUMRIA to a newly registered adviserAug 7, 2025Jul 16, 2025
Alexa Jo KaneStephens Consulting, LLC independent RIAPearl Planning no RAUMRIA to a newly registered adviserAug 7, 2025Jul 16, 2025
Lucy Elizabeth ValandraStephens Consulting, LLC independent RIACopper Beech Wealth Management state registeredRIA to a state-registered adviserFeb 24, 2025Sep 15, 2025 (203 d)
Melissa Alice FradenburgStephens Consulting, LLC independent RIAAntonelli Financial Advisors, LLC independent RIARIA to RIAMar 1, 2024Mar 1, 2024
Jayson Allen FradenburgStephens Consulting, LLC independent RIAIntegrated Wealth Concepts LLC independent RIARIA to RIASep 12, 2023Dec 4, 2023 (83 d)
Douglas MarlowStephens Consulting, LLC independent RIAAvantax Advisory Services BD affiliatedRIA to affiliated broker-dealer or bankMay 3, 2023Nov 27, 2023 (208 d)
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13 moves match.