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 Stirlingshire Investments

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
Hylton DavisStirlingshire Investments independent RIACclg Advisors state registeredRIA to a state-registered adviserJun 11, 2026Aug 25, 2026 (75 d)
Virendra Singh TavathiaStirlingshire Investments independent RIAHornor, Townsend & Kent, LLC independent RIARIA to RIAFeb 24, 2026Mar 6, 2026
Scott Vincent ValentiStirlingshire Investments independent RIAForge Capital state registeredRIA to a state-registered adviserJan 14, 2026Jan 21, 2026
Steven B StewartStirlingshire Investments independent RIARaymond James & Associates, Inc. national BDRIA to affiliated broker-dealer or bankJan 5, 2026Feb 9, 2026 (35 d)
Jason J BelyeaStirlingshire Investments independent RIACetera Investment Advisers LLC BD affiliatedRIA to affiliated broker-dealer or bankDec 3, 2025Jan 14, 2026 (42 d)
Blake DunbarStirlingshire Investments independent RIAStrategic Advisers LLC national BDRIA to affiliated broker-dealer or bankOct 17, 2025Jan 6, 2026 (81 d)
Robert BakerStirlingshire Investments independent RIAColorado Financial Service Corporation otherOtherSep 2, 2025Aug 29, 2025
Jennifer AguirreStirlingshire Investments independent RIASilverstone Private Wealth state registeredRIA to a state-registered adviserAug 7, 2025Sep 30, 2025 (54 d)
Keithia D-GreatStirlingshire Investments independent RIAEmpower Advisory Group, LLC BD affiliatedRIA to affiliated broker-dealer or bankAug 7, 2025May 28, 2026 (294 d)
David Andrew PaulStirlingshire Investments independent RIAFusion Planning LLC state registeredRIA to a state-registered adviserAug 5, 2025Nov 13, 2025 (100 d)
Kevin Patrick AdamStirlingshire Investments independent RIALPL Financial LLC BD affiliatedRIA to affiliated broker-dealer or bankMay 13, 2025Jul 7, 2025 (55 d)
Michael Daniel SaenzStirlingshire Investments independent RIADrumond Wealth Management state registeredRIA to a state-registered adviserMay 8, 2025May 8, 2025
Nicole Lee Marie GuimondsStirlingshire Investments independent RIAFirst Command Advisory Services BD affiliatedRIA to affiliated broker-dealer or bankApr 25, 2025May 12, 2025
David BlockStirlingshire Investments independent RIAAvantax Advisory Services BD affiliatedRIA to affiliated broker-dealer or bankNov 5, 2024Jan 8, 2025 (64 d)
Rolandus JohnsonStirlingshire Investments independent RIAPark Avenue Securities LLC BD affiliatedRIA to affiliated broker-dealer or bankNov 5, 2024Oct 6, 2025 (335 d)
Joshua A HuttStirlingshire Investments independent RIAHornor, Townsend & Kent, LLC BD affiliatedRIA to affiliated broker-dealer or bankNov 5, 2024Dec 18, 2024 (43 d)
John PolemisStirlingshire Investments independent RIASphinx Investments LLC independent RIARIA to RIASep 5, 2024Jan 1, 2026 (483 d)
Kenneth Christian ReeseStirlingshire Investments independent RIASupreme Alliance LLC independent RIARIA to RIAJul 29, 2024Sep 13, 2024 (46 d)
Richard Scott DebonoStirlingshire Investments independent RIAVanderbilt Advisory Services BD affiliatedRIA to affiliated broker-dealer or bankJul 3, 2024Jul 15, 2024
Hannah Kim ThienemanStirlingshire Investments independent RIAThrivent Investment Management Inc. BD affiliatedRIA to affiliated broker-dealer or bankJun 27, 2024Sep 16, 2026 (811 d)
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20 moves match.