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
Departures from Strategic Advisers 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 |
|---|---|---|---|---|---|
| James Barker Gerson | Strategic Advisers LLC national BD | Sum Zero Wealth no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Aug 3, 2026 | Aug 7, 2026 |
| Emily M Bandoni | Strategic Advisers LLC national BD | Gainline Financial Partners, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 3, 2026 | Jul 23, 2026 |
| Kiana Kashanian | Strategic Advisers LLC national BD | Charles Schwab & Co., Inc. national BD | Affiliated broker-dealer or bank to another | Aug 3, 2026 | Aug 19, 2026 |
| Christian Arenas | Strategic Advisers LLC national BD | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Aug 3, 2026 | Aug 11, 2026 |
| Taniela Pututau | Strategic Advisers LLC national BD | Charles Schwab & Co., Inc. national BD | Affiliated broker-dealer or bank to another | Aug 3, 2026 | Aug 6, 2026 |
| Marcel Camet | Strategic Advisers LLC national BD | J.P. Morgan Securities LLC wirehouse | Affiliated broker-dealer or bank to wirehouse | Aug 1, 2026 | Jul 23, 2026 |
| Lonya T. Mull | Strategic Advisers LLC national BD | Charles Schwab & Co., Inc. national BD | Affiliated broker-dealer or bank to another | Jul 30, 2026 | Aug 6, 2026 |
| Chad Evan Goodrich | Strategic Advisers LLC national BD | Empower Advisory Group, LLC BD affiliated | Affiliated broker-dealer or bank to another | Jul 30, 2026 | Aug 28, 2026 |
| Patrick Watson | Strategic Advisers LLC national BD | Empower Advisory Group, LLC BD affiliated | Affiliated broker-dealer or bank to another | Jul 30, 2026 | Aug 5, 2026 |
| John J Coutu | Strategic Advisers LLC national BD | Voya Financial Advisors, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Jul 30, 2026 | Sep 14, 2026 (46 d) |
| Max Gerard Bursk | Strategic Advisers LLC national BD | Empower Advisory Group, LLC BD affiliated | Affiliated broker-dealer or bank to another | Jul 30, 2026 | Sep 17, 2026 (49 d) |
| Michael James Sawyers | Strategic Advisers LLC national BD | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Affiliated broker-dealer or bank to wirehouse | Jul 30, 2026 | Jul 29, 2026 |
| Taylor Ryan Welch | Strategic Advisers LLC national BD | Advice And Planning Services BD affiliated | Affiliated broker-dealer or bank to another | Jul 29, 2026 | Aug 21, 2026 |
| Devin Scott Jaster | Strategic Advisers LLC national BD | Evestia Financial mixed wealth | Affiliated broker-dealer or bank to independent RIA | Jul 29, 2026 | Aug 12, 2026 |
| Tyler Melby | Strategic Advisers LLC national BD | Fisher Investments independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 23, 2026 | Sep 16, 2026 (55 d) |
| Ryan Daniel Bogar | Strategic Advisers LLC national BD | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Affiliated broker-dealer or bank to wirehouse | Jul 23, 2026 | Aug 18, 2026 |
| Jennie Davis | Strategic Advisers LLC national BD | Florida Financial Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | Jul 22, 2026 | Sep 14, 2026 (54 d) |
| Jonathan Papac | Strategic Advisers LLC national BD | Morgan Stanley wirehouse | Affiliated broker-dealer or bank to wirehouse | Jul 21, 2026 | Aug 6, 2026 |
| Harry Gladstone | Strategic Advisers LLC national BD | MML Investors Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Jul 21, 2026 | Jul 3, 2026 |
| Jaslyn Marques | Strategic Advisers LLC national BD | F L Putnam Investment Management Co. independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 21, 2026 | Aug 10, 2026 |
| Marco Antonio Coronado | Strategic Advisers LLC national BD | Fisher Investments independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 20, 2026 | Aug 14, 2026 |
| Phoebe Rae Martin | Strategic Advisers LLC national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Jul 20, 2026 | Jul 29, 2026 |
| Anthony Michael Palasota | Strategic Advisers LLC national BD | Advisory Services Network independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 17, 2026 | Aug 24, 2026 (38 d) |
| Brent Thurber | Strategic Advisers LLC national BD | Ae Wealth Management, LLC BD affiliated | Affiliated broker-dealer or bank to another | Jul 17, 2026 | Aug 28, 2026 (42 d) |
| Corey Lorent | Strategic Advisers LLC national BD | Personal Cfo Solutions LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 17, 2026 | Jul 14, 2026 |
| Bailey A. Nichols | Strategic Advisers LLC national BD | Empower Advisory Group, LLC BD affiliated | Affiliated broker-dealer or bank to another | Jul 17, 2026 | Sep 16, 2026 (61 d) |
| John Golis | Strategic Advisers LLC national BD | Edelman Financial Engines independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 17, 2026 | Jul 30, 2026 |
| Bryan Patrick Pacuch | Strategic Advisers LLC national BD | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Jul 17, 2026 | Jul 17, 2026 |
| Armin Niksimaee | Strategic Advisers LLC national BD | Charles Schwab & Co., Inc. national BD | Affiliated broker-dealer or bank to another | Jul 17, 2026 | Aug 3, 2026 |
| Kyle Robert Gibson | Strategic Advisers LLC national BD | Vanguard Advisers, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Jul 17, 2026 | Sep 10, 2026 (55 d) |
| James Kiet Bui | Strategic Advisers LLC national BD | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Affiliated broker-dealer or bank to wirehouse | Jul 17, 2026 | Aug 12, 2026 |
| Jacob Newman | Strategic Advisers LLC national BD | Equitable Advisors, LLC national BD | Affiliated broker-dealer or bank to another | Jul 17, 2026 | Jun 15, 2026 |
| William Paul Peters | Strategic Advisers LLC national BD | Fisher Investments independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 16, 2026 | Jul 20, 2026 |
| Scott Matthew Devlin | Strategic Advisers LLC national BD | Fisher\Smb institutional | Other | Jul 16, 2026 | Aug 12, 2026 |
| Matthew Thomas Stonich | Strategic Advisers LLC national BD | Range Advisory, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 14, 2026 | Aug 28, 2026 (45 d) |
| Aleksandar Tah Curgus | Strategic Advisers LLC national BD | Advice And Planning Services BD affiliated | Affiliated broker-dealer or bank to another | Jul 14, 2026 | Aug 10, 2026 |
| Hunter D. Stallings | Strategic Advisers LLC national BD | Morgan Stanley wirehouse | Affiliated broker-dealer or bank to wirehouse | Jul 14, 2026 | Jul 29, 2026 |
| Gabriel Santos | Strategic Advisers LLC national BD | J.P. Morgan Securities LLC wirehouse | Affiliated broker-dealer or bank to wirehouse | Jul 14, 2026 | Aug 10, 2026 |
| Matthew T. Pileski | Strategic Advisers LLC national BD | Wells Fargo Advisors wirehouse | Affiliated broker-dealer or bank to wirehouse | Jul 13, 2026 | Jul 13, 2026 |
| Raphael Aziz | Strategic Advisers LLC national BD | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Jul 13, 2026 | May 5, 2026 |
| Ian Stevens | Strategic Advisers LLC national BD | Charles Schwab & Co., Inc. national BD | Affiliated broker-dealer or bank to another | Jul 13, 2026 | Jul 16, 2026 |
| Casey Treen | Strategic Advisers LLC national BD | Cambridge Investment Research Advisors, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Jul 13, 2026 | Aug 14, 2026 (32 d) |
| Macey Taylor Jakubik | Strategic Advisers LLC national BD | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Affiliated broker-dealer or bank to wirehouse | Jul 13, 2026 | Aug 5, 2026 |
| John Preston Brough | Strategic Advisers LLC national BD | B.O.S.S. Retirement Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 13, 2026 | Jul 22, 2026 |
| Krystle Nicole Williams | Strategic Advisers LLC national BD | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Jul 11, 2026 | Jul 17, 2026 |
| Brendon Hideo Yi | Strategic Advisers LLC national BD | Sand Hill Global Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 11, 2026 | Sep 15, 2026 (66 d) |
| David Skolnik | Strategic Advisers LLC national BD | Northern Trust Securities, Inc BD affiliated | Affiliated broker-dealer or bank to another | Jul 10, 2026 | Jul 7, 2026 |
| Donnie A. Bell | Strategic Advisers LLC national BD | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Jul 10, 2026 | Jul 14, 2026 |
| Benjamin Donald Kachur | Strategic Advisers LLC national BD | Benjamin F. Edwards & Company, Incorporated BD affiliated | Affiliated broker-dealer or bank to another | Jul 10, 2026 | Jul 28, 2026 |
| Amira Valerie Garwood | Strategic Advisers LLC national BD | Goldman Sachs Wealth Services, L.P. BD affiliated | Affiliated broker-dealer or bank to another | Jul 9, 2026 | Jul 30, 2026 |
| David E. Melchor | Strategic Advisers LLC national BD | The Sum independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 8, 2026 | Jul 9, 2026 |
| Joseph Graham Boggio | Strategic Advisers LLC national BD | Canal Capital Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 8, 2026 | Sep 11, 2026 (65 d) |
| Kendra Gabriel | Strategic Advisers LLC national BD | Robert W. Baird & Co. Incorporated mixed wealth | Affiliated broker-dealer or bank to independent RIA | Jul 7, 2026 | Jun 29, 2026 |
| Grier G May | Strategic Advisers LLC national BD | T. Rowe Price Advisory Services, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Jul 7, 2026 | Aug 12, 2026 (36 d) |
| James Joseph Cossette Jr. | Strategic Advisers LLC national BD | Morgan Stanley wirehouse | Affiliated broker-dealer or bank to wirehouse | Jul 7, 2026 | Jul 21, 2026 |
| Matthew Karlson | Strategic Advisers LLC national BD | Seia BD affiliated | Affiliated broker-dealer or bank to another | Jul 7, 2026 | Jul 29, 2026 |
| Jeremy Chad Shaheen | Strategic Advisers LLC national BD | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Affiliated broker-dealer or bank to wirehouse | Jul 7, 2026 | Jul 20, 2026 |
| Blake Ware | Strategic Advisers LLC national BD | Wells Fargo Advisors wirehouse | Affiliated broker-dealer or bank to wirehouse | Jul 7, 2026 | Sep 16, 2026 (71 d) |
| Lorie Reid | Strategic Advisers LLC national BD | Empower Advisory Group, LLC BD affiliated | Affiliated broker-dealer or bank to another | Jul 6, 2026 | Aug 20, 2026 (45 d) |
| Colbert D. Chang | Strategic Advisers LLC national BD | Edward Jones national BD | Affiliated broker-dealer or bank to another | Jul 6, 2026 | Jun 22, 2026 |
3,585 moves match.