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 Stash Wealth, 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
Cassandra Marie McknightUBS Financial Services Inc. wirehouseStash Wealth, LLC independent RIAWirehouse to independent RIAJun 21, 2023Jul 28, 2023 (37 d)
Brady David HemmerleVanguard Advisers, Inc. BD affiliatedStash Wealth, LLC independent RIAAffiliated broker-dealer or bank to independent RIANov 8, 2022Nov 4, 2022
Jonathan R DunnMorgan Stanley wirehouseStash Wealth, LLC independent RIAWirehouse to independent RIAJul 21, 2022Aug 1, 2022
Robert Thomas KovaleskyMorgan Stanley wirehouseStash Wealth, LLC independent RIAWirehouse to independent RIAMay 13, 2016Aug 25, 2018 (834 d)
Priya Surendar MalaniMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseStash Wealth, LLC independent RIAWirehouse to independent RIAOct 27, 2008Feb 4, 2022 (4848 d)
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5 moves match.