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 Stratwealth

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
Edward Charles VonlangeStratwealth independent RIAWealthspire Advisors independent RIARIA to RIAOct 1, 2021Mar 31, 2021
James Mark GriesserStratwealth independent RIAWealthspire Advisors independent RIARIA to RIAOct 1, 2021Mar 31, 2021
James Kurz EichelbergerStratwealth independent RIAWealthspire Advisors independent RIARIA to RIAOct 1, 2021Mar 31, 2021
Jennine Ramsey LacroixStratwealth independent RIAWealthspire Advisors independent RIARIA to RIAOct 1, 2021Mar 31, 2021
Gary Paul DesjardinsStratwealth independent RIAWealthspire Advisors independent RIARIA to RIAOct 1, 2021Mar 31, 2021
Charles Gerald WalkerStratwealth independent RIAWealthspire Advisors independent RIARIA to RIAOct 1, 2021Mar 31, 2021
Joseph Patrick GarrisonStratwealth independent RIAWealthspire Advisors independent RIARIA to RIAOct 1, 2021Mar 31, 2021
Kimberly Sarah MagahaStratwealth independent RIAWealthspire Advisors independent RIARIA to RIAOct 1, 2021Mar 31, 2021
Erik Anthony SzabocsikStratwealth independent RIAWealthspire Advisors independent RIARIA to RIAOct 1, 2021Jan 1, 2025 (1188 d)
Amanda Nicole CampbellStratwealth independent RIAWealthspire Advisors independent RIARIA to RIAOct 1, 2021Mar 31, 2021
Tatiana Y DadykinaStratwealth independent RIAWealthspire Advisors independent RIARIA to RIAOct 1, 2021Mar 31, 2021
Luke Steven SmithStratwealth independent RIAWealthspire Advisors independent RIARIA to RIAOct 1, 2021Mar 31, 2021
Samia Liane ClookieStratwealth independent RIAWealthspire Advisors independent RIARIA to RIAOct 1, 2021Jul 26, 2021
Joshua Frederick WillifordStratwealth independent RIARaymond James Financial Services Advisors, Inc BD affiliatedRIA to affiliated broker-dealer or bankJan 27, 2020Jul 10, 2020 (165 d)
Benjamin David ScrivenerStratwealth independent RIAThe Burney Company independent RIARIA to RIAApr 26, 2019May 2, 2019
Shaun EddyStratwealth otherOxford Planning Group, LLC independent RIAOtherApr 18, 2017Jan 3, 2017
Patricia V. EddyStratwealth otherOxford Planning Group, LLC independent RIAOtherSep 19, 2016Jan 3, 2017 (106 d)
Todd NorrisStratwealth otherPrime Investment Advisors otherOtherJan 6, 2016May 6, 2016 (121 d)
Kristopher MaleskiStratwealth otherEagle Strategies LLC otherOtherAug 12, 2015Jun 14, 2017 (672 d)
Davita Crystal Alford-CooperStratwealth otherRaymond James Financial Services Advisors, Inc BD affiliatedOtherOct 6, 2014Jul 31, 2019 (1759 d)
James Wesley BattleStratwealth otherNfp Advisor Services, LLC otherOtherDec 5, 2013Jun 10, 2014 (187 d)
Chad Evans FosterStratwealth otherParsec Financial otherOtherJan 17, 2013Apr 24, 2014 (462 d)
Page 1 of 1
22 moves match.