DFX Intelligence
RIA Intelligence
Advisor moves
Departures from Sunstone 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Mengran Wei | Sunstone Advisors, LLC asset manager | Fidelity Personal And Workplace Advisors BD affiliated | Other | Aug 13, 2024 | Aug 14, 2024 |
| Nathan Yue Jia | Sunstone Advisors, LLC asset manager | Fidelity Personal And Workplace Advisors BD affiliated | Other | Jul 2, 2024 | Aug 20, 2024 (49 d) |
| Jing Sun | Sunstone Advisors, LLC asset manager | J.P. Morgan Securities LLC wirehouse | Other | May 24, 2024 | Jul 1, 2024 (38 d) |
| Jianing Zhou | Sunstone Advisors, LLC asset manager | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Other | May 24, 2024 | Jan 14, 2026 (600 d) |
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4 moves match.