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 Stonewater Wealth Management, Inc.
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 |
|---|---|---|---|---|---|
| Michael J. Bunzel | Intervest International, Inc. independent RIA | Stonewater Wealth Management, Inc. independent RIA | RIA to RIA | Jul 5, 2024 | Jul 3, 2024 |
| Ryan Joel Canales | MML Investors Services, LLC BD affiliated | Stonewater Wealth Management, Inc. other | Other | Oct 31, 2018 | Nov 2, 2018 |
| Nicholas Alexander Munoz | Erben Associates, LLC independent RIA | Stonewater Wealth Management, Inc. other | Other | Jan 3, 2018 | Jan 2, 2018 |
| Tracey Kulpa Brenneise | Erben Associates, LLC independent RIA | Stonewater Wealth Management, Inc. other | Other | Jan 3, 2018 | Jan 3, 2018 |
| Kelly Ann Mcgrath | Erben Associates, LLC independent RIA | Stonewater Wealth Management, Inc. other | Other | Jan 3, 2018 | Jan 19, 2018 |
| Michael Ray Sharp | Dalton Strategic Investment Services Inc. unclassified | Stonewater Wealth Management, Inc. other | Other | Oct 4, 2012 | Sep 17, 2012 |
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6 moves match.