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 Stonepath Wealth Management
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 |
|---|---|---|---|---|---|
| Raymond William Beaird | Packerland Brokerage Services, Inc. independent RIA | Stonepath Wealth Management independent RIA | RIA to RIA | Apr 17, 2024 | Apr 17, 2024 |
| Thomas J Myers | Foguth Wealth Management, LLC. independent RIA | Stonepath Wealth Management no RAUM | RIA to a newly registered adviser | Mar 13, 2024 | Feb 22, 2024 |
| Michael Dale Dreyer | Cambridge Investment Research Advisors, Inc. BD affiliated | Stonepath Wealth Management no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Dec 31, 2023 | Jan 2, 2024 |
| Matthew Thomas Golba | Cambridge Investment Research Advisors, Inc. BD affiliated | Stonepath Wealth Management no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Dec 31, 2023 | Jan 2, 2024 |
| Steven A Adams | Cambridge Investment Research Advisors, Inc. BD affiliated | Stonepath Wealth Management no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Dec 31, 2023 | Jan 2, 2024 |
| David Howard Knight | Cambridge Investment Research Advisors, Inc. BD affiliated | Stonepath Wealth Management no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Dec 31, 2023 | Jan 2, 2024 |
| Lauren Renee Golba | Cambridge Investment Research Advisors, Inc. BD affiliated | Stonepath Wealth Management no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Dec 31, 2023 | Jan 2, 2024 |
| Nicholes Cain-Jayshoun Baldwin | Cambridge Investment Research Advisors, Inc. BD affiliated | Stonepath Wealth Management no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Dec 31, 2023 | Jan 2, 2024 |
| Marc Herbert Ruemmler | Cambridge Investment Research Advisors, Inc. BD affiliated | Stonepath Wealth Management no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Dec 31, 2023 | Jan 2, 2024 |
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9 moves match.