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 Stone Creek Capital Management 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 |
|---|---|---|---|---|---|
| Allen Klein | Merit Financial Advisors independent RIA | Stone Creek Capital Management LLC no RAUM | Other | Jul 3, 2024 | Jul 25, 2024 |
| Daniel Vernon | Biltmore Capital Advisors independent RIA | Stone Creek Capital Management LLC no RAUM | Other | Jun 29, 2022 | Apr 25, 2017 |
| Adam David Rauscher | Biltmore Capital Advisors independent RIA | Stone Creek Capital Management LLC no RAUM | Other | Jun 29, 2022 | Feb 1, 2019 |
| Timothy James Ralph | Biltmore Capital Advisors independent RIA | Stone Creek Capital Management LLC no RAUM | Other | Jun 29, 2022 | Mar 30, 2017 |
| Justin D Eccleston | Biltmore Capital Advisors independent RIA | Stone Creek Capital Management LLC no RAUM | Other | Jun 29, 2022 | Mar 31, 2017 |
| Nathaniel Lewis Burstin | Wells Fargo Advisors wirehouse | Stone Creek Capital Management LLC no RAUM | Other | Jan 2, 2019 | Oct 4, 2019 (275 d) |
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6 moves match.