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 Sturman Wealth Advisors

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.

AdvisorFromToTypeLeftRegistered
Howard Jay CranfordBuff Your Finances state registeredSturman Wealth Advisors independent RIAOtherFeb 22, 2025Jan 13, 2026 (325 d)
Todd Anthony SturmanPrivate Advisor Group, LLC BD affiliatedSturman Wealth Advisors no RAUMAffiliated broker-dealer or bank to a newly registered adviserSep 11, 2024Sep 11, 2024
Page 1 of 1
2 moves match.