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 Goldstone Financial Group, 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
Jeremy LamCorient independent RIAGoldstone Financial Group, LLC independent RIARIA to RIAJul 7, 2026Aug 2, 2026
Ashlee Danette WaltonJames Investment Research Inc mixed wealthGoldstone Financial Group, LLC independent RIARIA to RIAApr 13, 2026Mar 7, 2024
Andrew NapoliStrategic Advisers LLC national BDGoldstone Financial Group, LLC independent RIAAffiliated broker-dealer or bank to independent RIAFeb 19, 2026May 13, 2026 (83 d)
William GottfriedEquitable Advisors, LLC national BDGoldstone Financial Group, LLC independent RIAAffiliated broker-dealer or bank to independent RIASep 4, 2025Jul 17, 2026 (316 d)
Johnathan IrionsEdge Financial Advisors, LLC independent RIAGoldstone Financial Group, LLC independent RIARIA to RIAAug 15, 2025Sep 4, 2025
Joshua Marc BeachlerClearwater Capital Partners independent RIAGoldstone Financial Group, LLC independent RIARIA to RIAJun 27, 2025Oct 2, 2025 (97 d)
Galo BacaEnvoy Advisory Inc. independent RIAGoldstone Financial Group, LLC independent RIARIA to RIAFeb 6, 2025Feb 13, 2025
Clayton DixonEdward Jones national BDGoldstone Financial Group, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJan 29, 2024Apr 4, 2024 (66 d)
Jessica B DeboldEdelman Financial Engines mixed wealthGoldstone Financial Group, LLC independent RIARIA to RIAJul 29, 2023Aug 6, 2023
Maxwell Addison RinnFisher Investments independent RIAGoldstone Financial Group, LLC independent RIARIA to RIAJun 14, 2023Jul 12, 2023
Kamil BonifaciukEquitable Advisors, LLC national BDGoldstone Financial Group, LLC independent RIAAffiliated broker-dealer or bank to independent RIAAug 16, 2022Aug 25, 2022
Joseph DavidsonThrivent Investment Management Inc. BD affiliatedGoldstone Financial Group, LLC independent RIAAffiliated broker-dealer or bank to independent RIAAug 25, 2021Dec 1, 2021 (98 d)
Richard Westwood LombardLPL Financial LLC independent RIAGoldstone Financial Group, LLC independent RIARIA to RIAMay 3, 2019Jan 5, 2021 (613 d)
Phillip Ryan ShawMoney Managers Advisory independent RIAGoldstone Financial Group, LLC independent RIARIA to RIASep 6, 2018Dec 13, 2018 (98 d)
Brian Robert KorienekBrookstone Capital Management LLC otherGoldstone Financial Group, LLC otherOtherDec 31, 2015May 10, 2016 (131 d)
Anthony PellegrinoBrookstone Capital Management LLC otherGoldstone Financial Group, LLC no RAUMOtherDec 31, 2015Aug 4, 2015
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16 moves match.