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 Stratford Consulting, LLC

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
Jason Alan GowerStratford Consulting, LLC independent RIACreative Planning independent RIARIA to RIAFeb 17, 2020Feb 19, 2020
Kolleen Lynn FreudigerStratford Consulting, LLC independent RIACreative Planning independent RIARIA to RIAFeb 17, 2020Feb 25, 2020
Anastasia Cirigliana MastonStratford Consulting, LLC independent RIACreative Planning independent RIARIA to RIAFeb 17, 2020Feb 17, 2020
Timothy Daniel FaheyStratford Consulting, LLC otherAvantax Advisory Services otherOtherOct 9, 2017Dec 19, 2017 (71 d)
Scott Alan StrattonStratford Consulting, LLC otherGood Life Wealth Management LLC state registeredOtherMar 10, 2014May 19, 2014 (70 d)
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5 moves match.