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 A Sling & A Stone, Incorporated

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
Matthew Brent MccrackenStrategic Financial Concepts, LLC independent RIAA Sling & A Stone, Incorporated independent RIARIA to RIAJun 30, 2026Jan 23, 2019
John Garrett RoweEquitable Advisors, LLC national BDA Sling & A Stone, Incorporated independent RIAAffiliated broker-dealer or bank to independent RIAFeb 5, 2025Mar 19, 2025 (42 d)
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2 moves match.