DFX Intelligence
RIA Intelligence
Advisor moves
Arrivals at Angeles Family Office
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 |
|---|---|---|---|---|---|
| Adam Bryan Stern | Xo Capital LLC independent RIA | Angeles Family Office independent RIA | RIA to RIA | Jun 16, 2026 | Jun 3, 2026 |
| Jason Ramsay Oclaray | Xo Capital LLC independent RIA | Angeles Family Office independent RIA | RIA to RIA | Jun 16, 2026 | Jun 3, 2026 |
| Allison K Flume | Crow Holdings Capital asset manager | Angeles Family Office independent RIA | Other | Nov 11, 2019 | Jun 15, 2026 (2408 d) |
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3 moves match.