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 Stenger Family Office, 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 |
|---|---|---|---|---|---|
| Audrey Elise Feldpausch | Timothy Financial Counsel, Inc. no RAUM | Stenger Family Office, LLC independent RIA | Other | Sep 1, 2023 | Nov 6, 2023 (66 d) |
| Darin Bond Roth | Morgan Stanley wirehouse | Stenger Family Office, LLC no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | Apr 7, 2023 | Mar 16, 2023 |
| Julia Patricia Foran | Morgan Stanley wirehouse | Stenger Family Office, LLC independent RIA | Wirehouse to independent RIA | Apr 7, 2023 | Jun 23, 2023 (77 d) |
| William B Bailey | Morgan Stanley wirehouse | Stenger Family Office, LLC independent RIA | Wirehouse to independent RIA | Apr 7, 2023 | Jun 26, 2023 (80 d) |
| Nicholas David Stenger | Morgan Stanley wirehouse | Stenger Family Office, LLC no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | Mar 30, 2023 | Mar 16, 2023 |
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5 moves match.