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 Stordahl Capital 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Eden Elizabeth Ross | Fidelity Personal And Workplace Advisors BD affiliated | Stordahl Capital Management, Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 6, 2023 | Dec 11, 2023 |
| Noah Kenneth Krier | Charles Schwab & Co., Inc. national BD | Stordahl Capital Management, Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 29, 2023 | Nov 27, 2023 |
| Michel T Swanson | Diversified Asset Management, Inc. independent RIA | Stordahl Capital Management, Inc. independent RIA | RIA to RIA | Jan 25, 2023 | Feb 18, 2025 (755 d) |
| Joan Kathleen Koss | Advice And Planning Services BD affiliated | Stordahl Capital Management, Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 26, 2022 | Oct 28, 2022 |
| Joseph Vargin | Charles Schwab & Co., Inc. national BD | Stordahl Capital Management, Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 30, 2021 | Apr 1, 2021 |
| William Jason Stordahl | Wells Fargo Advisors wirehouse | Stordahl Capital Management, Inc. no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | Jul 5, 2017 | Jun 13, 2017 |
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6 moves match.