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 Stoker Ostler, A Part Of Bmo Financial Group

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
Jordan Mikal HallMorgan Stanley wirehouseStoker Ostler, A Part Of Bmo Financial Group independent RIAWirehouse to independent RIASep 12, 2024Apr 22, 2026 (587 d)
Bradley Daniel KutlerVanguard Advisers, Inc. BD affiliatedStoker Ostler, A Part Of Bmo Financial Group independent RIAAffiliated broker-dealer or bank to independent RIAJun 6, 2022Mar 20, 2023 (287 d)
Daniel Evan Lloyd-RobertsMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseStoker Ostler, A Part Of Bmo Financial Group independent RIAWirehouse to independent RIAApr 22, 2019May 12, 2022 (1116 d)
James Sean McgettiganMra Associates otherStoker Ostler, A Part Of Bmo Financial Group independent RIAOtherOct 21, 2014Jan 31, 2024 (3389 d)
Kody DamronOxford Investment Partners, LLC otherStoker Ostler, A Part Of Bmo Financial Group otherOtherDec 12, 2011May 9, 2012 (149 d)
Sean LunnyRaymond James Financial Services Advisors, Inc otherStoker Ostler, A Part Of Bmo Financial Group otherOtherOct 17, 2011Jun 16, 2016 (1704 d)
Cody Rene AmisCapital Investment Counsel Inc otherStoker Ostler, A Part Of Bmo Financial Group otherOtherJan 4, 2011Mar 30, 2011 (85 d)
Eric Allen HalvorsenZions Capital Advisors, Inc. otherStoker Ostler, A Part Of Bmo Financial Group otherOtherOct 12, 2010Dec 14, 2010 (63 d)
Michael Christopher LossingInlign Wealth Management, LLC unclassifiedStoker Ostler, A Part Of Bmo Financial Group otherOtherFeb 15, 2005Nov 23, 2005 (281 d)
Gregory Don StottJ.P. Morgan Asset Management unclassifiedStoker Ostler, A Part Of Bmo Financial Group otherOtherJan 11, 2005Nov 23, 2005 (316 d)
Michael Scott BolarAllspring Global Investments, LLC otherStoker Ostler, A Part Of Bmo Financial Group otherOtherJun 30, 2003Jul 16, 2003
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11 moves match.