DFX Intelligence
RIA Intelligence
Advisor moves
Arrivals at Stablepoint 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 |
|---|---|---|---|---|---|
| Kennan Ross Startzell | Morgan Stanley wirehouse | Stablepoint Partners, LLC independent RIA | Wirehouse to independent RIA | Jul 5, 2024 | Aug 2, 2024 |
| Christopher K Griffith | Morgan Stanley wirehouse | Stablepoint Partners, LLC no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | Nov 28, 2023 | Nov 17, 2023 |
| Henry Jefferds Wheelwright | Morgan Stanley wirehouse | Stablepoint Partners, LLC no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | Nov 28, 2023 | Nov 17, 2023 |
| Claire Alexandra Smith | Morgan Stanley wirehouse | Stablepoint Partners, LLC no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | Nov 28, 2023 | Nov 17, 2023 |
Page 1 of 1
4 moves match.