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 Stillwater Wealth Management Group 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 |
|---|---|---|---|---|---|
| John Wesley Ainlay | Financial Security Advisory Inc independent RIA | Stillwater Wealth Management Group LLC independent RIA | RIA to RIA | Dec 2, 2025 | Dec 4, 2025 |
| Joseph Michael Featherstone | U.S. Private Wealth, LLC independent RIA | Stillwater Wealth Management Group LLC independent RIA | RIA to RIA | Jul 26, 2022 | Jul 29, 2022 |
| Richard Robert Blumenfeld | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Stillwater Wealth Management Group LLC independent RIA | Wirehouse to independent RIA | Sep 18, 2020 | Sep 21, 2020 |
| Tyler Steven Wright | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Stillwater Wealth Management Group LLC independent RIA | Wirehouse to independent RIA | Sep 18, 2020 | Sep 21, 2020 |
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4 moves match.