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 Wealth Partners 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.

AdvisorFromToTypeLeftRegistered
Terry James DelhommeSpire Wealth Management, LLC BD affiliatedStone Wealth Partners LLC independent RIAAffiliated broker-dealer or bank to independent RIADec 20, 2022Dec 20, 2022
Hunter Bailey McclendonFirst Horizon Advisors, Inc mixed wealthStone Wealth Partners LLC independent RIARIA to RIAAug 31, 2021Aug 31, 2021
William Curtis ButcherIntegrity Ria, LLC independent RIAStone Wealth Partners LLC independent RIARIA to RIAJun 17, 2020Apr 30, 2020
Richard Alexander HebertParish Investment Advisors LLC state registeredStone Wealth Partners LLC independent RIAOtherJun 2, 2020Apr 9, 2020
Walter Joseph WiltzParish Investment Advisors LLC state registeredStone Wealth Partners LLC independent RIAOtherJun 2, 2020Apr 9, 2020
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5 moves match.