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 Stronghold Capital Partners 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 |
|---|---|---|---|---|---|
| David Kenneth Denoble | Verity Asset Management independent RIA | Stronghold Capital Partners LLC state registered | RIA to a state-registered adviser | Jan 2, 2025 | Jan 13, 2026 (376 d) |
| Teresa Robin Lundine | United Advisors America independent RIA | Stronghold Capital Partners LLC state registered | RIA to a state-registered adviser | Nov 13, 2024 | Feb 13, 2025 (92 d) |
| William Gregory Young | LPL Financial LLC BD affiliated | Stronghold Capital Partners LLC state registered | Affiliated broker-dealer or bank to a state-registered adviser | Apr 17, 2024 | Jun 25, 2025 (434 d) |
| Eric Troy Elam | Calchoice Wealth Management LLC unclassified | Stronghold Capital Partners LLC state registered | Other | Dec 31, 2022 | Mar 20, 2023 (79 d) |
| Victor Luis Zayas | Transamerica Financial Advisors, LLC BD affiliated | Stronghold Capital Partners LLC state registered | Affiliated broker-dealer or bank to a state-registered adviser | Nov 18, 2022 | Nov 29, 2022 |
| Cheri Ann Johnson | Calchoice Wealth Management LLC unclassified | Stronghold Capital Partners LLC state registered | Other | Jan 5, 2022 | Mar 21, 2022 (75 d) |
| Jason Leon Stock | Calchoice Wealth Management LLC unclassified | Stronghold Capital Partners LLC state registered | Other | Oct 25, 2021 | Aug 23, 2021 |
| Blake Aaron Essary | Calchoice Wealth Management LLC unclassified | Stronghold Capital Partners LLC state registered | Other | Oct 25, 2021 | Aug 23, 2021 |
| Stephen Kent Brown | Calchoice Wealth Management LLC unclassified | Stronghold Capital Partners LLC state registered | Other | Dec 11, 2018 | Oct 3, 2022 (1392 d) |
| Jay Preston Alexander | Charles Schwab & Co., Inc. national BD | Stronghold Capital Partners LLC state registered | Affiliated broker-dealer or bank to a state-registered adviser | Jul 6, 2017 | Aug 4, 2022 (1855 d) |
| Brandon Ted Roper | Bancwest Investment Services, Inc. (Bwis) other | Stronghold Capital Partners LLC state registered | Other | Feb 28, 2012 | Apr 21, 2025 (4801 d) |
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11 moves match.