DFX Intelligence
RIA Intelligence
Advisor moves
Arrivals at Sunstone Advisors, 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 |
|---|---|---|---|---|---|
| Michael Stone | Morgan Stanley wirehouse | Sunstone Advisors, LLC no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | Mar 17, 2022 | Jan 23, 2023 (312 d) |
| Nathan Yue Jia | Elite Advisors, LLC asset manager | Sunstone Advisors, LLC no RAUM | Other | Dec 31, 2020 | May 12, 2023 (862 d) |
| Mengran Wei | Elite Advisors, LLC asset manager | Sunstone Advisors, LLC asset manager | Other | Dec 31, 2020 | May 23, 2023 (873 d) |
| Jun Jiang | Elite Advisors, LLC asset manager | Sunstone Advisors, LLC no RAUM | Other | Dec 31, 2020 | Jan 20, 2023 (750 d) |
| Jing Sun | Elite Advisors, LLC asset manager | Sunstone Advisors, LLC asset manager | Other | Dec 31, 2020 | Nov 30, 2023 (1064 d) |
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5 moves match.