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 Stewardship Financial 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 |
|---|---|---|---|---|---|
| Jonathan Shane Hunter | Cetera Advisors LLC BD affiliated | Stewardship Financial Advisors, LLC other | Other | Jul 20, 2021 | Dec 3, 2007 |
| Matthew Scott Godleski | Cetera Advisors LLC BD affiliated | Stewardship Financial Advisors, LLC other | Other | Jul 20, 2021 | Apr 27, 2015 |
| Patrick James Plunkett | Cetera Advisors LLC BD affiliated | Stewardship Financial Advisors, LLC other | Other | Jun 18, 2021 | Aug 29, 2017 |
| Andrew Joseph Langdon | Cambridge Investment Research Advisors, Inc. other | Stewardship Financial Advisors, LLC other | Other | Dec 5, 2017 | Dec 14, 2017 |
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4 moves match.