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 Per Stirling Capital Management, 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
Eric Gin Wai LianCentric Advisors, LLC independent RIAPer Stirling Capital Management, LLC independent RIARIA to RIANov 17, 2025Nov 17, 2025
Noe Robert LopezJ.P. Morgan Securities LLC wirehousePer Stirling Capital Management, LLC independent RIAWirehouse to independent RIAOct 19, 2024Jan 8, 2026 (446 d)
Timothy Mark RollsKestra Advisory Services, LLC BD affiliatedPer Stirling Capital Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIAMar 11, 2024Mar 28, 2025 (382 d)
Steven Allen CartwrightAscensus Investment Advisors, LLC institutionalPer Stirling Capital Management, LLC independent RIAOtherSep 18, 2023Sep 29, 2023
Katherine SungWells Fargo Advisors wirehousePer Stirling Capital Management, LLC independent RIAWirehouse to independent RIAJul 9, 2021Jun 30, 2023 (721 d)
Taylor Lee PetersonRichard W. Paul & Associates, LLC independent RIAPer Stirling Capital Management, LLC independent RIARIA to RIAMay 13, 2021Jun 8, 2021
Richard Alan MaplesTrs Advisors, LLC state registeredPer Stirling Capital Management, LLC independent RIAOtherFeb 18, 2020Feb 26, 2020
Fadi BouryInvestor'S Advantage, L.L.C. independent RIAPer Stirling Capital Management, LLC independent RIARIA to RIAJan 31, 2020Oct 4, 2019
Ryan Lane McdonaldTrs Advisors, LLC state registeredPer Stirling Capital Management, LLC independent RIAOtherDec 26, 2019Feb 3, 2020 (39 d)
Bryant HayesCapital One Advisors, LLC no RAUMPer Stirling Capital Management, LLC independent RIAOtherFeb 11, 2019Feb 28, 2019
John Allen VannLevel Four Advisory Services BD affiliatedPer Stirling Capital Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIASep 12, 2018Sep 27, 2018
Gay Fannie ThompsonMML Investors Services, LLC BD affiliatedPer Stirling Capital Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIAAug 29, 2018Aug 23, 2018
Martin KatreinRetirement Consulting Services, Inc. otherPer Stirling Capital Management, LLC otherOtherMar 31, 2018Jan 2, 2018
Michael David KatreinRetirement Consulting Services, Inc. otherPer Stirling Capital Management, LLC otherOtherMar 31, 2018Jan 2, 2018
Julie Kay NielsenUnited Capital Financial Advisors otherPer Stirling Capital Management, LLC independent RIAOtherAug 25, 2017Jun 7, 2019 (651 d)
Barton Lake CouchCouch Hallum Financial Group otherPer Stirling Capital Management, LLC otherOtherMar 31, 2017Jan 5, 2017
Richard Leon HallumCouch Hallum Financial Group otherPer Stirling Capital Management, LLC otherOtherMar 31, 2017Jan 5, 2017
Matthew James AndersonCouch Hallum Financial Group otherPer Stirling Capital Management, LLC otherOtherMar 31, 2017Jan 18, 2017
Amber Jean BellCouch Hallum Financial Group otherPer Stirling Capital Management, LLC otherOtherMar 31, 2017Jan 5, 2017
John Robert BremMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehousePer Stirling Capital Management, LLC otherOtherJun 20, 2016Jun 17, 2016
Martha Ruth EgliMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehousePer Stirling Capital Management, LLC otherOtherMay 31, 2016May 23, 2016
Tasha Lynn RockLaureate Wealth Management, LLC independent RIAPer Stirling Capital Management, LLC otherOtherJan 7, 2016Feb 2, 2016
Scott Wayne Wallace"Tate Asset Management" And "Dco Wealth Management" otherPer Stirling Capital Management, LLC otherOtherSep 16, 2015Mar 26, 2015
Kenneth Wayne PriceAustin Asset otherPer Stirling Capital Management, LLC otherOtherMay 7, 2015Jun 16, 2015 (40 d)
Mary Voll MillerHill Country Wealth Management unclassifiedPer Stirling Capital Management, LLC otherOtherDec 4, 2014Sep 30, 2011
Galen Trevor GabourelMorgan Stanley wirehousePer Stirling Capital Management, LLC otherOtherMar 10, 2014Apr 2, 2014
Ryan Patrick JoyceLara, May & Associates, LLC otherPer Stirling Capital Management, LLC otherOtherMar 21, 2013Apr 1, 2013
Nathan Everett TrenholmChoice Advisory Group, Inc. otherPer Stirling Capital Management, LLC otherOtherNov 9, 2011Oct 24, 2011
Manuel Enrique RamirezChoice Advisory Group, Inc. otherPer Stirling Capital Management, LLC otherOtherSep 16, 2011Sep 30, 2011
Robert Stirling PhippsChoice Advisory Group, Inc. otherPer Stirling Capital Management, LLC otherOtherDec 31, 2010Nov 24, 2009
John Per OsullivanChoice Advisory Group, Inc. otherPer Stirling Capital Management, LLC otherOtherDec 31, 2010Nov 19, 2009
Stanley Holland BlackJ.P. Scott & Company, LLC unclassifiedPer Stirling Capital Management, LLC otherOtherDec 31, 2010Mar 19, 2013 (809 d)
Katherine Cannon ZamoraNations Financial Group, Inc. otherPer Stirling Capital Management, LLC otherOtherAug 1, 2008May 28, 2013 (1761 d)
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33 moves match.