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 Stewart Wealth Management, Inc.
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 Potter Wolfensperger | J.P. Morgan Private Wealth Advisors LLC other | Stewart Wealth Management, Inc. independent RIA | Other | Dec 18, 2012 | Nov 17, 2025 (4717 d) |
| Benjamin (Nmn) Stewart | Wells Fargo Advisors wirehouse | Stewart Wealth Management, Inc. independent RIA | Wirehouse to independent RIA | Mar 30, 2007 | Apr 18, 2022 (5498 d) |
| Jared Curtis Barnecut | Ameriprise Financial Services, LLC national BD | Stewart Wealth Management, Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 30, 2006 | Nov 24, 2025 (6934 d) |
Page 1 of 1
3 moves match.