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 Summit Wealth 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
Jeffrey Scott GreerNoesis Capital Management Corp independent RIAStone Summit Wealth LLC independent RIARIA to RIAMar 15, 2022Mar 28, 2022
Jeremiah Otto SpitzbergNoesis Capital Management Corp independent RIAStone Summit Wealth LLC independent RIARIA to RIADec 7, 2021Dec 2, 2021
Alan Jason WhitbyInvestor Solutions independent RIAStone Summit Wealth LLC independent RIARIA to RIAJun 23, 2021Jun 29, 2021
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3 moves match.