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 Steward Wealth Management
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 |
|---|---|---|---|---|---|
| Ross Benjamin Miller | Moss, Luse & Womble, LLC independent RIA | Steward Wealth Management independent RIA | RIA to RIA | Jul 19, 2021 | Jul 20, 2021 |
| Brian Douglass Matlock | Wwk Wealth Advisors other | Steward Wealth Management independent RIA | Other | Apr 1, 2013 | Sep 11, 2020 (2720 d) |
| Vincent Edward Hawkins | Advanced Planning, Inc. unclassified | Steward Wealth Management other | Other | Apr 19, 2007 | Apr 2, 2007 |
| Dustin Cane Stiefel | LPL Financial LLC other | Steward Wealth Management other | Other | Apr 11, 2007 | Apr 2, 2007 |
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4 moves match.