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 Planning, 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.

AdvisorFromToTypeLeftRegistered
Cason Patrick VitelloStrategic Financial Planning, Inc. independent RIAFisher Investments independent RIARIA to RIAMay 21, 2026Sep 15, 2026 (117 d)
John David PritchettStrategic Financial Planning, Inc. independent RIALPL Financial LLC BD affiliatedRIA to affiliated broker-dealer or bankMay 7, 2025Sep 2, 2025 (118 d)
David Phillip TenerelliStrategic Financial Planning, Inc. independent RIAValues Added Financial independent RIARIA to RIADec 31, 2024Jan 13, 2025
Joshua David MorrisStrategic Financial Planning, Inc. independent RIARange Advisory, LLC independent RIARIA to RIAOct 25, 2024Nov 4, 2024
Rhett Chase MouchetStrategic Financial Planning, Inc. otherCi Brightworth Private Wealth otherOtherAug 25, 2015Oct 14, 2015 (50 d)
Gregory Alan DeckertStrategic Financial Planning, Inc. other1st Global Advisors Inc otherOtherJun 17, 2013Jul 22, 2013 (35 d)
Daniel A SerraStrategic Financial Planning, Inc. otherFreed Advisors otherOtherApr 1, 2013Sep 11, 2012
Paul Caleb BrownStrategic Financial Planning, Inc. otherBurgeon Capital state registeredOtherSep 18, 2009Mar 8, 2012 (902 d)
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8 moves match.