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 Stoever Glass 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.

AdvisorFromToTypeLeftRegistered
Gregory Edward BarrAmerican Asset Management Inc. independent RIAStoever Glass Wealth Management, Inc. independent RIARIA to RIAMar 5, 2020Mar 9, 2020
Richard Louis KesnerMeasured Wealth Private Client Group, LLC independent RIAStoever Glass Wealth Management, Inc. independent RIARIA to RIAJul 8, 2019Jan 15, 2020 (191 d)
Lawrence R MelcerShearson Financial Services, LLC state registeredStoever Glass Wealth Management, Inc. independent RIAOtherMar 11, 2019Feb 15, 2019
Philip A PikeMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseStoever Glass Wealth Management, Inc. otherOtherAug 7, 2017Aug 23, 2017
Steven R BellB. Riley Wealth Advisors, Inc. otherStoever Glass Wealth Management, Inc. otherOtherJul 28, 2017Jul 10, 2017
Steven Charles SapirsteinJanney Montgomery Scott LLC otherStoever Glass Wealth Management, Inc. otherOtherSep 22, 2016Oct 20, 2016
Andrew Lawrence KleinmanGlobal Trust otherStoever Glass Wealth Management, Inc. otherOtherJun 27, 2016Sep 1, 2016 (66 d)
David James LeskoGms Group otherStoever Glass Wealth Management, Inc. otherOtherJun 13, 2016Aug 25, 2016 (73 d)
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8 moves match.