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 Black Barn Financial, 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Lindsay Michelle Thorstenson | Cary Street Partners BD affiliated | Black Barn Financial, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | May 1, 2026 | Jun 22, 2026 (52 d) |
| Kacie Joellen Swartz | Dba Stone Wealth Management independent RIA | Black Barn Financial, LLC independent RIA | RIA to RIA | Dec 15, 2022 | Dec 16, 2022 |
| Sara Ettner Glakas | Strategic Financial Concepts, LLC other | Black Barn Financial, LLC independent RIA | Other | May 28, 2014 | May 7, 2014 |
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3 moves match.