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.

The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.

Registered advisor

R•••••• C•••••••

N••••••••• M••••• I••••••••• S•••••••••no RAUMMilwaukee, Widual registrantIAPD 6849554

Feed of 09/14/2026

Also filed as Becca Jean Strong

At current firm

0 y

since Jun 16, 2026

In the industry

10 y

since Jun 1, 2016 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S65

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

N••••••••• M••••• I••••••••• S••••••••• no RAUM current
since Jun 16, 2026 · Milwaukee, Wi
S•••• F••• I••••••••• M••••••••• C•••• asset manager
Oct 14, 2025 to Mar 12, 2026 · Walworth, Wi
C••••• I••••••••• A••••••• L•• BD affiliated
Aug 13, 2024 to Jul 25, 2025 · Marinette, Wi
L•• F•••••••• L•• BD affiliated
Feb 1, 2024 to Jun 10, 2024 · Iron Mountain, Mi
O•••• I••••••••• I••• BD affiliated
Dec 19, 2018 to Feb 1, 2024 · Iron Mountain, Mi
W•••• F•••• A••••••• wirehouse
Apr 21, 2018 to Dec 3, 2018 · Iron Mountain, Mi

Moves

a registration end followed by a registration begin elsewhere

S•••• F••• I••••••••• M••••••••• C•••• to N••••••••• M••••• I••••••••• S•••••••••
left Mar 12, 2026, registered Jun 16, 2026 (96 days) · Other
C••••• I••••••••• A••••••• L•• to S•••• F••• I••••••••• M••••••••• C••••
left Jul 25, 2025, registered Oct 14, 2025 (81 days) · Other
L•• F•••••••• L•• to C••••• I••••••••• A••••••• L••
left Jun 10, 2024, registered Aug 13, 2024 (64 days) · Affiliated broker-dealer or bank to another
O•••• I••••••••• I••• to L•• F•••••••• L••
left Feb 1, 2024, registered Feb 1, 2024 (0 days) · Affiliated broker-dealer or bank to another · moved with a team
W•••• F•••• A••••••• to O•••• I••••••••• I•••
left Dec 3, 2018, registered Dec 19, 2018 (16 days) · Wirehouse to affiliated broker-dealer or bank

Signals

R•••••• C••••••• left S•••• F••• I••••••••• M••••••••• C•••• for N••••••••• M••••• I••••••••• S••••••••• (registered 2026-06-16)
Mar 12, 2026 · Advisor changed firm · fact
R•••••• C••••••• left C••••• I••••••••• A••••••• L•• for S•••• F••• I••••••••• M••••••••• C•••• (registered 2025-10-14)
Jul 25, 2025 · Advisor changed firm · fact
R•••••• C••••••• left L•• F•••••••• L•• for C••••• I••••••••• A••••••• L•• (registered 2024-08-13)
Jun 10, 2024 · Advisor changed firm · fact
R•••••• C••••••• left O•••• I••••••••• I••• for L•• F•••••••• L•• (registered 2024-02-01)
Feb 1, 2024 · 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: No RAUM reportedderived
Years in industry: 10derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address