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 Guidestone Advisors

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
Ansley DaleMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseGuidestone Advisors independent RIAWirehouse to independent RIAMay 26, 2026Jun 12, 2026
Isaak Dean McguireGoldman Sachs Wealth Services, L.P. BD affiliatedGuidestone Advisors independent RIAAffiliated broker-dealer or bank to independent RIASep 5, 2025Aug 20, 2026 (349 d)
Nicole Renee WilliamsStrategic Advisers LLC national BDGuidestone Advisors independent RIAAffiliated broker-dealer or bank to independent RIAApr 21, 2025Aug 11, 2025 (112 d)
Chandler Robert BlakeFidelity Personal And Workplace Advisors BD affiliatedGuidestone Advisors independent RIAAffiliated broker-dealer or bank to independent RIAMar 31, 2025Mar 18, 2025
Emily Nicole SchulmanEquitable Advisors, LLC national BDGuidestone Advisors independent RIAAffiliated broker-dealer or bank to independent RIAAug 6, 2024Aug 8, 2024
Michael Eugene GladwinCharles Schwab & Co., Inc. national BDGuidestone Advisors independent RIAAffiliated broker-dealer or bank to independent RIAAug 31, 2023Jan 30, 2024 (152 d)
Ryan James MillerFidelity Personal And Workplace Advisors BD affiliatedGuidestone Advisors independent RIAAffiliated broker-dealer or bank to independent RIAJun 6, 2022Jun 21, 2022
Stephanie Jean MolinaAvantax Advisory Services BD affiliatedGuidestone Advisors independent RIAAffiliated broker-dealer or bank to independent RIAApr 20, 2022Nov 14, 2023 (573 d)
Aubrey Hix CarlisleInspire Investing, LLC asset managerGuidestone Advisors independent RIAOtherMay 20, 2021Jun 7, 2021
Kimberly Ann AtchleyTaylor Stephens, Inc. otherGuidestone Advisors independent RIAOtherJan 31, 2019Feb 4, 2019
Gary Preston CoatsUsaa Financial Planning Services no RAUMGuidestone Advisors no RAUMOtherJul 9, 2013Jul 29, 2013
Matthew Leonard PowersEquitable Advisors, LLC national BDGuidestone Advisors no RAUMAffiliated broker-dealer or bank to a newly registered adviserMar 3, 2010Mar 31, 2010
Steven James WaltonEdward Jones national BDGuidestone Advisors no RAUMAffiliated broker-dealer or bank to a newly registered adviserMar 1, 2010Jan 3, 2011 (308 d)
Aubrey Hix CarlisleMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseGuidestone Advisors no RAUMWirehouse to a newly registered adviser (no RAUM reported yet)Aug 19, 2008Sep 14, 2009 (391 d)
Samuel Dale MitchellAmeriprise Financial Services, LLC national BDGuidestone Advisors no RAUMAffiliated broker-dealer or bank to a newly registered adviserAug 21, 2006Oct 12, 2009 (1148 d)
Jeffrey Eugene RobinsonUsaa Investment Services Company otherGuidestone Advisors no RAUMOtherAug 8, 2002Mar 9, 2011 (3135 d)
Page 1 of 1
16 moves match.