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 Stavis & Cohen Private 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Deborah Stavis | Stavis & Cohen Private Wealth, LLC independent RIA | Corient independent RIA | RIA to RIA | Mar 31, 2023 | Jan 31, 2023 |
| Duane Michael Hirsch | Stavis & Cohen Private Wealth, LLC independent RIA | Corient independent RIA | RIA to RIA | Mar 31, 2023 | Feb 22, 2023 |
| Allison Anne Lyons | Stavis & Cohen Private Wealth, LLC independent RIA | Corient independent RIA | RIA to RIA | Mar 31, 2023 | Jan 31, 2023 |
| Sital Rahman | Stavis & Cohen Private Wealth, LLC independent RIA | Corient independent RIA | RIA to RIA | Mar 31, 2023 | Jan 31, 2023 |
| Kayla Alexandra Tolunay | Stavis & Cohen Private Wealth, LLC independent RIA | Corient independent RIA | RIA to RIA | Mar 31, 2023 | Jan 31, 2023 |
| Jun Gu | Stavis & Cohen Private Wealth, LLC independent RIA | Corient independent RIA | RIA to RIA | Mar 31, 2023 | Jan 31, 2023 |
| Yonghui Huang | Stavis & Cohen Private Wealth, LLC independent RIA | Corient independent RIA | RIA to RIA | Mar 31, 2023 | Jan 31, 2023 |
| Tyler Garrett Leal | Stavis & Cohen Private Wealth, LLC independent RIA | Corient independent RIA | RIA to RIA | Mar 31, 2023 | Jan 31, 2023 |
| Shala L Walker | Stavis & Cohen Private Wealth, LLC independent RIA | Mar Vista Investment Partners, LLC other | Other | Jan 18, 2023 | Feb 9, 2023 |
| Michelle Cohen | Stavis & Cohen Private Wealth, LLC independent RIA | Fidelity Personal And Workplace Advisors BD affiliated | RIA to affiliated broker-dealer or bank | Nov 10, 2021 | Nov 29, 2021 |
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10 moves match.