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 Acorn Creek Capital 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 |
|---|---|---|---|---|---|
| Ashlie Reine Bostick | Strategic Advisers LLC national BD | Acorn Creek Capital LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 11, 2026 | Mar 4, 2026 |
| Ben Loeffler | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Acorn Creek Capital LLC no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | Apr 18, 2023 | Apr 14, 2023 |
| Jacqueline Kelly Kabel | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Acorn Creek Capital LLC independent RIA | Wirehouse to independent RIA | Apr 18, 2023 | Apr 23, 2024 (371 d) |
| Nicholas Lee Hoogendyk | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Acorn Creek Capital LLC no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | Apr 18, 2023 | Apr 14, 2023 |
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4 moves match.