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 Baron Silver Stevens 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.

AdvisorFromToTypeLeftRegistered
Ian KellerPark Avenue Securities LLC BD affiliatedBaron Silver Stevens Financial Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJul 31, 2025Sep 3, 2025 (34 d)
Michael Curt EdelmanFidelity Personal And Workplace Advisors BD affiliatedBaron Silver Stevens Financial Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJul 9, 2019Aug 7, 2019
Cody Daniel KoleticValic Financial Advisors, Inc. otherBaron Silver Stevens Financial Advisors, LLC otherOtherAug 3, 2017Jul 27, 2017
Kristopher David MoodyFirstmerit Advisors, Inc. unclassifiedBaron Silver Stevens Financial Advisors, LLC otherOtherDec 22, 2010Aug 22, 2012 (609 d)
Ryan William HawkNatcity Investments, Inc. unclassifiedBaron Silver Stevens Financial Advisors, LLC otherOtherApr 29, 2008Jan 28, 2010 (639 d)
Steven David ArtziArtzi Capital Management unclassifiedBaron Silver Stevens Financial Advisors, LLC otherOtherJan 14, 2008Jun 3, 2003
Michael Jason SilverArtzi Capital Management unclassifiedBaron Silver Stevens Financial Advisors, LLC otherOtherJan 3, 2005May 30, 2003
Joel Ira LevyFsc Securities Corporation otherBaron Silver Stevens Financial Advisors, LLC otherOtherNov 12, 2003Apr 3, 2012 (3065 d)
Peter Lang StevensOsaic Fa, Inc. otherBaron Silver Stevens Financial Advisors, LLC otherOtherMar 4, 2003Oct 18, 2004 (594 d)
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9 moves match.