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.
Registered advisor
Luke Scriffiny
Feed of 09/14/2026
Also filed as Luke Joseph Scriffiny
At current firm
0 y
since Mar 17, 2026
In the industry
13 y
since Aug 1, 2013 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Florida Financial Advisors, LLC BD affiliated currentsince Mar 17, 2026 · Greenwood Village, Co
- Strategic Advisers LLC national BDMar 31, 2025 to Apr 2, 2026 · Denver, Co
- Fidelity Personal And Workplace Advisors formerJan 17, 2023 to Mar 31, 2025 · Greenwood Village, Co
- Charles Schwab & Co., Inc. national BDApr 13, 2018 to Feb 3, 2021 · Phoenix, Az
Moves
a registration end followed by a registration begin elsewhere
- Strategic Advisers LLC to Florida Financial Advisors, LLCleft Apr 2, 2026, registered Mar 17, 2026 (-16 days) · Affiliated broker-dealer or bank to another
- Fidelity Personal And Workplace Advisors to Strategic Advisers LLCleft Mar 31, 2025, registered Mar 31, 2025 (0 days) · corporate re-registration, not a move
- Charles Schwab & Co., Inc. to Fidelity Personal And Workplace Advisorsleft Feb 3, 2021, registered Jan 17, 2023 (713 days) · Affiliated broker-dealer or bank to another · moved with a team
Signals
- Luke Scriffiny left Strategic Advisers Llc for Florida Financial Advisors, Llc (registered 2026-03-17)Apr 2, 2026 · Advisor changed firm · fact
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 13derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address