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 Stark Wealth 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.

AdvisorFromToTypeLeftRegistered
Ellis King ChandlerFountainhead Advisors independent RIAStark Wealth Management LLC independent RIARIA to RIADec 2, 2025Jan 11, 2026 (40 d)
Steven Frederick McneillyAmerican Portfolios Advisors, Inc BD affiliatedStark Wealth Management LLC independent RIAAffiliated broker-dealer or bank to independent RIAOct 3, 2024Oct 9, 2024
Paul David Richard BarryPackerland Brokerage Services, Inc. independent RIAStark Wealth Management LLC independent RIARIA to RIANov 27, 2020Dec 1, 2020
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3 moves match.