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 Stout Wealth Advisory Group, 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 |
|---|---|---|---|---|---|
| David James Hunter | Ameriprise Financial Services, LLC national BD | Stout Wealth Advisory Group, LLC state registered | Affiliated broker-dealer or bank to a state-registered adviser | Jul 17, 2014 | Jul 7, 2014 |
| Marc Edward Bowman | LPL Financial LLC other | Stout Wealth Advisory Group, LLC state registered | Other | Aug 6, 2012 | Jul 16, 2012 |
| Paul Charles Vollmar | LPL Financial LLC other | Stout Wealth Advisory Group, LLC state registered | Other | Aug 6, 2012 | Jul 30, 2012 |
| Michelle Medleycott Joyce | Waddell & Reed other | Stout Wealth Advisory Group, LLC state registered | Other | Oct 14, 2003 | Aug 12, 2004 (303 d) |
| Matthew Allen Stout | Waddell & Reed other | Stout Wealth Advisory Group, LLC state registered | Other | Aug 11, 2003 | Jun 9, 2009 (2129 d) |
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5 moves match.