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
Arrivals at Stack Financial Management Inc
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 |
|---|---|---|---|---|---|
| Dillon Manley | Fidelity Personal And Workplace Advisors BD affiliated | Stack Financial Management Inc independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 3, 2025 | Mar 18, 2025 |
| Hannah Elizabeth Ahmed | Merriman independent RIA | Stack Financial Management Inc independent RIA | RIA to RIA | Aug 23, 2019 | Sep 18, 2019 |
| Eric Allen Vermulm | Investment Management Group other | Stack Financial Management Inc other | Other | Mar 25, 2009 | Mar 26, 2009 |
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3 moves match.