DFX Intelligence
Advisor moves
Arrivals at Stillwater Capital Management
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.
2 moves
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Kyle Ross Sabdo | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Stillwater Capital Management independent RIA | Wirehouse to independent RIA | Aug 8, 2023 | Aug 29, 2023 |
| Diego Marin Reyes | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Stillwater Capital Management no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | Jul 22, 2020 | Apr 5, 2021 (257 d) |
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