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 Stackstone Wealth, 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 |
|---|---|---|---|---|---|
| Gary Lynn Rowan | Ameriprise Financial Services, LLC national BD | Stackstone Wealth, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Jul 7, 2026 | Jun 24, 2026 |
| Mark T Frederick | Ameriprise Financial Services, LLC national BD | Stackstone Wealth, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Jul 7, 2026 | Jun 24, 2026 |
| Conner R Krantz | Ameriprise Financial Services, LLC national BD | Stackstone Wealth, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Jul 7, 2026 | Jun 24, 2026 |
| Nick Splinter | Ameriprise Financial Services, LLC national BD | Stackstone Wealth, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Jul 7, 2026 | Jun 24, 2026 |
| Aiden Dunne | Ameriprise Financial Services, LLC national BD | Stackstone Wealth, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Jul 6, 2026 | Jun 24, 2026 |
| Scott Gerard Leibfried | Ameriprise Financial Services, LLC national BD | Stackstone Wealth, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Jul 2, 2026 | Jun 24, 2026 |
| Alysia Ann Harrick | Ameriprise Financial Services, LLC national BD | Stackstone Wealth, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Jul 2, 2026 | Jun 24, 2026 |
| April R Blasen | Ameriprise Financial Services, LLC national BD | Stackstone Wealth, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Jul 1, 2026 | Jun 24, 2026 |
| Joseph Andrew Leibfried | Ameriprise Financial Services, LLC national BD | Stackstone Wealth, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Jul 1, 2026 | Jun 24, 2026 |
| Gregory Mehler Johns | Ameriprise Financial Services, LLC national BD | Stackstone Wealth, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Jul 1, 2026 | Jun 24, 2026 |
| Ryan Keating | Ameriprise Financial Services, LLC national BD | Stackstone Wealth, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Jul 1, 2026 | Jun 24, 2026 |
| Hannah Fangmann | Ameriprise Financial Services, LLC national BD | Stackstone Wealth, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Jul 1, 2026 | Jun 24, 2026 |
| Ricky Joseph Winslow | Ameriprise Financial Services, LLC national BD | Stackstone Wealth, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Jun 30, 2026 | Jun 24, 2026 |
| Deanna Jean Brown | Ameriprise Financial Services, LLC national BD | Stackstone Wealth, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Jun 30, 2026 | Jun 30, 2026 |
| Steven Glenn Mcdonough | Ameriprise Financial Services, LLC national BD | Stackstone Wealth, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Jun 30, 2026 | Jun 24, 2026 |
| Logan Ben | Ameriprise Financial Services, LLC national BD | Stackstone Wealth, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Jun 30, 2026 | Jun 24, 2026 |
| Stacey Ann Willenbring | Ameriprise Financial Services, LLC national BD | Stackstone Wealth, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Jun 29, 2026 | Jun 24, 2026 |
| Brittany Marie Glendenning | Ameriprise Financial Services, LLC national BD | Stackstone Wealth, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Jun 29, 2026 | Jun 24, 2026 |
| Kelly Sue Schwigel | Ameriprise Financial Services, LLC national BD | Stackstone Wealth, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Jun 26, 2026 | Jun 24, 2026 |
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19 moves match.