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 Island Financial Planning
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 |
|---|---|---|---|---|---|
| Kristopher David Johnson | Timothy Financial Counsel, Inc. no RAUM | Stone Island Financial Planning mixed wealth | Other | Mar 30, 2018 | Mar 21, 2019 (356 d) |
| Michael Christopher Mcalister | Morgan Stanley & Co. LLC unclassified | Stone Island Financial Planning other | Other | Mar 11, 2009 | Mar 2, 2009 |
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2 moves match.