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 Stavis Wealth Transfer Solutions
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 |
|---|---|---|---|---|---|
| Kayla Alexandra Tolunay | Corient BD affiliated | Stavis Wealth Transfer Solutions no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Jul 7, 2023 | Nov 8, 2023 (124 d) |
| Deborah Stavis | Corient BD affiliated | Stavis Wealth Transfer Solutions no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Apr 10, 2023 | Oct 1, 2023 (174 d) |
| Samir Sinha | Post Oak Private Wealth Advisors independent RIA | Stavis Wealth Transfer Solutions independent RIA | RIA to RIA | Mar 19, 2018 | Jun 3, 2025 (2633 d) |
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3 moves match.