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 Stone Legacy Capital 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.

AdvisorFromToTypeLeftRegistered
Benjamin Tanner ScarbroughEquitable Advisors, LLC national BDStone Legacy Capital LLC state registeredAffiliated broker-dealer or bank to a state-registered adviserOct 7, 2025Jan 14, 2026 (99 d)
Bryant E StoneRedhawk Wealth Advisors, Inc. independent RIAStone Legacy Capital LLC state registeredRIA to a state-registered adviserMay 14, 2025May 15, 2025
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2 moves match.