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 Keystone Financial Services
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 |
|---|---|---|---|---|---|
| Michael David Stevenson | Navigation Wealth Management independent RIA | Keystone Financial Services independent RIA | RIA to RIA | Dec 31, 2025 | Jan 5, 2026 |
| Jeremy K Busch | Cwm, LLC BD affiliated | Keystone Financial Services independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 26, 2021 | Sep 10, 2021 (227 d) |
| Joshua Paul Nelson | Cetera Advisor Networks LLC BD affiliated | Keystone Financial Services no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | May 1, 2019 | Dec 3, 2020 (582 d) |
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3 moves match.