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 Stillwater Capital Advisors, 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.

AdvisorFromToTypeLeftRegistered
Henry William HudsonUBS Financial Services Inc. wirehouseStillwater Capital Advisors, LLC independent RIAWirehouse to independent RIAOct 4, 2018Oct 9, 2018
John F SatterfieldMorgan Stanley wirehouseStillwater Capital Advisors, LLC otherOtherJan 17, 2012Jan 3, 2012
Douglas Andrew SwopeMorgan Stanley wirehouseStillwater Capital Advisors, LLC otherOtherJun 22, 2009Jun 12, 2009
Christopher Corkhill DautrichGirard Advisory Services, LLC otherStillwater Capital Advisors, LLC otherOtherApr 19, 2006Nov 20, 2009 (1311 d)
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4 moves match.