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 Strava Wealth

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
Eugene S RootStrava Wealth independent RIATempleton Financial Planning state registeredRIA to a state-registered adviserJan 3, 2026Jan 11, 2026
Kathleen Seech WrightStrava Wealth independent RIAH.L. Zeve Associates, Inc. otherOtherJan 3, 2026Aug 15, 2000
Kyle Frederick BeckhusenStrava Wealth independent RIAMariner BD affiliatedRIA to affiliated broker-dealer or bankJan 3, 2026Jan 6, 2026
Adam Koebele WrightStrava Wealth independent RIAMariner BD affiliatedRIA to affiliated broker-dealer or bankJan 3, 2026Jan 6, 2026
Kelly Elizabeth KuberaStrava Wealth independent RIAAlight Financial Advisors, LLC independent RIARIA to RIAOct 9, 2018Nov 14, 2018 (36 d)
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5 moves match.