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 Syverson Strege

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.

AdvisorFromToTypeLeftRegistered
Michael Jay MurkinsSyverson Strege independent RIALexaurum Advisors independent RIARIA to RIAJan 23, 2026Jan 28, 2026
Benjamin Russell GeigerSyverson Strege independent RIASimplified Planning And Investments state registeredRIA to a state-registered adviserAug 28, 2025Sep 5, 2025
Tyler Patrick ConleySyverson Strege independent RIAXypn Sapphire independent RIARIA to RIAAug 15, 2025Aug 18, 2025
Robert DanielsSyverson Strege independent RIACambridge Investment Research Advisors, Inc. BD affiliatedRIA to affiliated broker-dealer or bankMay 6, 2025May 30, 2025
Ethan Bryce GaschoSyverson Strege independent RIAFoster Group, Inc. independent RIARIA to RIADec 6, 2019Apr 7, 2022 (853 d)
Blake W MckibbinSyverson Strege independent RIARBC Capital Markets, LLC national BDRIA to affiliated broker-dealer or bankApr 12, 2018Sep 11, 2018 (152 d)
Walter Philip MozdzerSyverson Strege otherFoster Group, Inc. independent RIAOtherFeb 12, 2018Feb 19, 2018
James MantoshSyverson Strege otherCreative Planning otherOtherSep 11, 2017Sep 15, 2017
Brian Matthew MckibbanSyverson Strege otherCliftonlarsonallen Wealth Advisors, LLC otherOtherMay 10, 2016May 11, 2016
James Philip SandagerSyverson Strege otherSandager Advisors LLC unclassifiedOtherJan 26, 2006Oct 13, 2005
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10 moves match.