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 Cedarstone Advisors
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 John Ryne | Mutual Advisors, LLC BD affiliated | Cedarstone Advisors independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 3, 2025 | Feb 7, 2025 (35 d) |
| Hannah Elizabeth Oaks Boundy | Manchester Financial Inc other | Cedarstone Advisors independent RIA | Other | Apr 1, 2015 | Jun 16, 2015 (76 d) |
| Matthew Glenn Davis | Manchester Financial Inc other | Cedarstone Advisors independent RIA | Other | Oct 27, 2014 | Oct 23, 2014 |
| Steve Harlan Coker | Manchester Financial Inc other | Cedarstone Advisors independent RIA | Other | Oct 14, 2014 | Mar 17, 2023 (3076 d) |
Page 1 of 1
4 moves match.