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 Flagstone Financial 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 |
|---|---|---|---|---|---|
| Natalia A Paige | LPL Financial LLC BD affiliated | Flagstone Financial Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 6, 2026 | Feb 6, 2026 |
| Daniel Timothy Clare | Buckingham Strategic Wealth, LLC independent RIA | Flagstone Financial Management, LLC independent RIA | RIA to RIA | Mar 1, 2021 | Mar 12, 2021 |
| Brenda Marie Zitek | D.A. Davidson & Co. other | Flagstone Financial Management, LLC no RAUM | Other | Jan 30, 2017 | Feb 2, 2017 |
| Michael Tate Johnson | Executive Wealth Management other | Flagstone Financial Management, LLC no RAUM | Other | Jan 17, 2017 | Dec 20, 2016 |
| Stephanie Patrice Tredway | Executive Wealth Management other | Flagstone Financial Management, LLC no RAUM | Other | Jan 17, 2017 | Dec 21, 2016 |
Page 1 of 1
5 moves match.