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 Stadion Money Management, 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.

AdvisorFromToTypeLeftRegistered
Michael Hunter BrooksSavant Wealth Management independent RIAStadion Money Management, LLC mixed wealthRIA to RIAMay 8, 2023Jun 8, 2023 (31 d)
Lewis Jackson GraceIndependent Financial Partners otherStadion Money Management, LLC asset managerOtherMar 16, 2018Sep 19, 2018 (187 d)
Timothy John BottomlyBeaumont Financial Partners LLC otherStadion Money Management, LLC otherOtherAug 18, 2017Oct 24, 2017 (67 d)
Preston Mark HenryWells Fargo Advisors wirehouseStadion Money Management, LLC otherOtherMar 25, 2015Jul 28, 2015 (125 d)
Jonathan Pope NorthRaymond James Financial Services Advisors, Inc otherStadion Money Management, LLC otherOtherMar 23, 2015Jul 28, 2015 (127 d)
Gregory Watson FergusonBlackrock Investment Management, LLC otherStadion Money Management, LLC otherOtherOct 2, 2014Feb 25, 2015 (146 d)
Patrick Thomas SlackAssetmark, Inc. otherStadion Money Management, LLC otherOtherNov 25, 2013Jan 31, 2014 (67 d)
Stephanie Boyd HuntGreenspring Advisors, LLC otherStadion Money Management, LLC otherOtherJun 14, 2013May 12, 2015 (697 d)
Sean Michael ParchmentNeuberger Berman Bd LLC otherStadion Money Management, LLC otherOtherFeb 13, 2013Jul 29, 2013 (166 d)
Comer Brooks WoodruffUBS Financial Services Inc. wirehouseStadion Money Management, LLC otherOtherFeb 1, 2013Mar 17, 2014 (409 d)
Daniel H RosenbergMutual Of Omaha Investor Services, Inc. no RAUMStadion Money Management, LLC otherOtherMar 8, 2012Aug 2, 2012 (147 d)
Stephen Daniel CasacciaMutual Of Omaha Investor Services, Inc. no RAUMStadion Money Management, LLC otherOtherMar 8, 2012Mar 28, 2012
Michael David IsaacJ P Turner & Company Capital Management, LLC otherStadion Money Management, LLC otherOtherApr 26, 2010Aug 4, 2010 (100 d)
Andrew Morris MartoneJ.P. Morgan Securities LLC wirehouseStadion Money Management, LLC otherOtherNov 13, 2009Mar 11, 2013 (1214 d)
Robert Hunter FlinkMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseStadion Money Management, LLC otherOtherJan 2, 2009Sep 15, 2014 (2082 d)
Chris Louis Calisto LibuttiMetlife Investment Fund Services LLC unclassifiedStadion Money Management, LLC otherOtherJan 13, 2004Nov 7, 2013 (3586 d)
Donald Lawrence BeasleyRivernorth Capital Management, LLC otherStadion Money Management, LLC otherOtherDec 31, 2002Apr 11, 2003 (101 d)
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17 moves match.