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 Stonecrop Wealth 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 |
|---|---|---|---|---|---|
| Samuel Alan Stehr | Strategic Advisers LLC national BD | Stonecrop Wealth Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 16, 2025 | May 30, 2025 (44 d) |
| James Joseph Cuorato | Lasalle St. Investment Advisors, L.L.C. BD affiliated | Stonecrop Wealth Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 2, 2021 | Sep 1, 2021 |
| Douglas Robyn Macgray | Compass Ion Advisors, LLC independent RIA | Stonecrop Wealth Advisors, LLC no RAUM | RIA to a newly registered adviser | Apr 2, 2020 | Jan 2, 2020 |
| Cassandra Queen | Compass Ion Advisors, LLC independent RIA | Stonecrop Wealth Advisors, LLC no RAUM | RIA to a newly registered adviser | Apr 2, 2020 | Jan 2, 2020 |
| Logan Daniel Macgray | Compass Ion Advisors, LLC independent RIA | Stonecrop Wealth Advisors, LLC no RAUM | RIA to a newly registered adviser | Apr 2, 2020 | Jan 2, 2020 |
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5 moves match.