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 Financial Services
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 |
|---|---|---|---|---|---|
| Sophia G Tsoupelis | Strategic Financial Services independent RIA | Ascent Wealth Partners, LLC independent RIA | RIA to RIA | Nov 4, 2025 | Nov 24, 2025 |
| Bradford A Kerr | Strategic Financial Services independent RIA | Destiny Wealth Partners, LLC independent RIA | RIA to RIA | Aug 2, 2023 | Dec 5, 2023 (125 d) |
| William A Rust | Strategic Financial Services independent RIA | Morgan Stanley wirehouse | RIA to wirehouse | Oct 21, 2022 | Dec 6, 2022 (46 d) |
| Joseph Dominick Summa | Strategic Financial Services other | Ascent Wealth Partners, LLC independent RIA | Other | Nov 11, 2011 | Jun 14, 2021 (3503 d) |
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4 moves match.