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 Stonekimbro

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
Hagop (Jacob) Sahak TujianStonekimbro independent RIARfg Advisory, LLC independent RIARIA to RIAJun 19, 2025Apr 13, 2026 (298 d)
Evan Peter KimbroStonekimbro independent RIAIndependent Financial Group, LLC BD affiliatedRIA to affiliated broker-dealer or bankJun 19, 2025Jan 8, 2026 (203 d)
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2 moves match.