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 Stewardship Advisors, 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 |
|---|---|---|---|---|---|
| Jay Kevin Kready | Everence Trust Company mixed wealth | Stewardship Advisors, LLC independent RIA | RIA to RIA | Sep 30, 2019 | Jun 25, 2024 (1730 d) |
| Leanne L Fee | Ameriprise Financial Services, LLC national BD | Stewardship Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 22, 2017 | Nov 14, 2018 (327 d) |
| Wilbur Lee Shertzer | Cambridge Investment Research Advisors, Inc. other | Stewardship Advisors, LLC other | Other | Aug 9, 2016 | Nov 6, 2015 |
| Thomas Edward Talbott | Cambridge Investment Research Advisors, Inc. other | Stewardship Advisors, LLC other | Other | Aug 9, 2016 | Nov 6, 2015 |
| John Charles Simkins | Cambridge Investment Research Advisors, Inc. other | Stewardship Advisors, LLC other | Other | Aug 9, 2016 | Nov 6, 2015 |
| Mark Allen Brinser | Cambridge Investment Research Advisors, Inc. other | Stewardship Advisors, LLC other | Other | Aug 9, 2016 | Nov 6, 2015 |
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6 moves match.