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 Stone House Investment 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Clay Eubanks | Thrivent Investment Management Inc. BD affiliated | Stone House Investment Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 18, 2026 | Jun 22, 2026 |
| Kurtis Royce Medeiros | LPL Financial LLC BD affiliated | Stone House Investment Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 28, 2025 | Nov 5, 2025 |
| Larry David Alderson | LPL Financial LLC BD affiliated | Stone House Investment Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 2, 2023 | Sep 20, 2023 |
| Kathryn Johnston | LPL Financial LLC BD affiliated | Stone House Investment Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | May 4, 2023 | Apr 25, 2023 |
| Michael Cravath | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Stone House Investment Management, LLC independent RIA | Wirehouse to independent RIA | Nov 8, 2019 | Oct 28, 2020 (355 d) |
| Ronald David Williamson | Equitable Advisors, LLC national BD | Stone House Investment Management, LLC other | Other | Jun 8, 2007 | Jul 17, 2007 (39 d) |
| Raymond Scott Stone | Robert J. Brown, CFP unclassified | Stone House Investment Management, LLC other | Other | Feb 27, 2006 | Feb 27, 2006 |
| Robert Jeffrey Brown | Pan-American Investment Advisers, Inc. unclassified | Stone House Investment Management, LLC other | Other | Dec 31, 2004 | Feb 27, 2006 (423 d) |
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8 moves match.