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 Astoria Strategic Wealth, 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 |
|---|---|---|---|---|---|
| Jacob Samuel Ridley | Astoria Strategic Wealth, Inc. independent RIA | Church Fiduciary LLC unclassified | Other | Sep 30, 2025 | Jan 4, 2022 |
| Matthew Randall Frost | Astoria Strategic Wealth, Inc. independent RIA | Quotient Wealth Partners, LLC independent RIA | RIA to RIA | May 10, 2024 | Aug 20, 2024 (102 d) |
| Mark W Herman | Astoria Strategic Wealth, Inc. independent RIA | Mission Wealth Management, LP independent RIA | RIA to RIA | Sep 10, 2021 | Sep 28, 2021 |
| Ross Douglas Pauley | Astoria Strategic Wealth, Inc. independent RIA | Capital Achievements, LLC independent RIA | RIA to RIA | Apr 11, 2018 | Dec 22, 2017 |
Page 1 of 1
4 moves match.