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 Strategis Financial Group, Inc
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 |
|---|---|---|---|---|---|
| Mark Thomas Sumsion | Strategis Financial Group, Inc other | Blue Barn Wealth independent RIA | Other | Sep 30, 2024 | Apr 22, 2024 |
| Scott Hunter Garbutt | Strategis Financial Group, Inc other | Blue Barn Wealth independent RIA | Other | Sep 30, 2024 | Apr 22, 2024 |
| Eric Quinton Stats | Strategis Financial Group, Inc other | Foresight Wealth Management, LLC other | Other | Feb 19, 2015 | May 25, 2016 (461 d) |
| Michael Clark Roan | Strategis Financial Group, Inc other | Stonehurst Securities, Inc. unclassified | Other | Sep 21, 2011 | Sep 15, 2006 |
| Jason Lee Mcmullin | Strategis Financial Group, Inc other | Cambridge Investment Research Advisors, Inc. other | Other | Jun 2, 2005 | Jun 6, 2005 |
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5 moves match.