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 Provident Wealth Management
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 |
|---|---|---|---|---|---|
| Katrina Michelle Stalls | Wells Fargo Advisors wirehouse | Provident Wealth Management state registered | Wirehouse to a state-registered adviser | Sep 11, 2025 | Oct 13, 2025 (32 d) |
| Stefan Christopher Lloyd | Strategic Financial Concepts, LLC independent RIA | Provident Wealth Management state registered | RIA to a state-registered adviser | Jan 2, 2024 | Feb 9, 2024 (38 d) |
| Laura C Collins | Gradient Investments, LLC other | Provident Wealth Management state registered | Other | Mar 30, 2016 | Sep 5, 2019 (1254 d) |
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3 moves match.