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 Stewardship Concepts Financial Services 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 |
|---|---|---|---|---|---|
| Todd Michael Koyama | Selkirk Wealth Advisors, LLC independent RIA | Stewardship Concepts Financial Services LLC independent RIA | RIA to RIA | Jul 1, 2025 | Jun 20, 2025 |
| Edwin Robert Hill | Stewardship Concepts Financial Services, LLC unclassified | Stewardship Concepts Financial Services LLC independent RIA | Other | Apr 19, 2025 | Dec 12, 2024 |
| Amy Sue Drury | Stewardship Concepts Financial Services, LLC unclassified | Stewardship Concepts Financial Services LLC independent RIA | Other | Apr 19, 2025 | Dec 12, 2024 |
| Noah Gilmore Schwab | Stewardship Concepts Financial Services, LLC unclassified | Stewardship Concepts Financial Services LLC independent RIA | Other | Apr 19, 2025 | Dec 12, 2024 |
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4 moves match.