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 Strategiq Financial Group, 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
Chad Eric HassingerStrategiq Financial Group, LLC independent RIAWaverly Advisors, LLC independent RIARIA to RIAMar 29, 2024Jan 11, 2024
Bradley Jon RatheStrategiq Financial Group, LLC independent RIAWaverly Advisors, LLC independent RIARIA to RIAMar 29, 2024Jan 11, 2024
Stephen Joseph BarrettStrategiq Financial Group, LLC independent RIAWaverly Advisors, LLC independent RIARIA to RIAMar 29, 2024Jan 11, 2024
Doug Justin HooverStrategiq Financial Group, LLC independent RIAWaverly Advisors, LLC independent RIARIA to RIAMar 29, 2024Jan 11, 2024
Steven Michael GronceskiStrategiq Financial Group, LLC independent RIAWaverly Advisors, LLC independent RIARIA to RIAMar 29, 2024Jan 11, 2024
Nicole Marie ClarkeStrategiq Financial Group, LLC independent RIAWaverly Advisors, LLC independent RIARIA to RIAMar 29, 2024Jan 11, 2024
Jeremy D. ScharesStrategiq Financial Group, LLC independent RIAWaverly Advisors, LLC independent RIARIA to RIAMar 29, 2024Jan 10, 2024
James Thomas PechinStrategiq Financial Group, LLC independent RIAWaverly Advisors, LLC independent RIARIA to RIAMar 29, 2024Jan 11, 2024
Kashish MeghaniStrategiq Financial Group, LLC independent RIAWaverly Advisors, LLC independent RIARIA to RIAMar 29, 2024Jan 11, 2024
Pamela Ann MartinStrategiq Financial Group, LLC independent RIAWaverly Advisors, LLC independent RIARIA to RIAMar 23, 2024Jan 18, 2024
Ashlynne Michelle PalaStrategiq Financial Group, LLC independent RIAWaverly Advisors, LLC independent RIARIA to RIAMar 23, 2024Jan 9, 2024
Jennifer Suzanne RyanStrategiq Financial Group, LLC independent RIAWaverly Advisors, LLC independent RIARIA to RIAMar 23, 2024Jan 11, 2024
Madeline Mclean BrownStrategiq Financial Group, LLC independent RIAWaverly Advisors, LLC independent RIARIA to RIAMar 23, 2024Jan 9, 2024
Bradley Michael SteinmanStrategiq Financial Group, LLC independent RIAWaverly Advisors, LLC independent RIARIA to RIAMar 23, 2024Jan 11, 2024
Colin P CoineStrategiq Financial Group, LLC independent RIAWaverly Advisors, LLC independent RIARIA to RIAMar 23, 2024Jan 11, 2024
Blake Andrew MackeStrategiq Financial Group, LLC independent RIAWaverly Advisors, LLC independent RIARIA to RIAMar 23, 2024Jan 11, 2024
Victoria Elizabeth Mae ChatmanStrategiq Financial Group, LLC independent RIAWaverly Advisors, LLC independent RIARIA to RIAMar 23, 2024Jan 11, 2024
Christian ResendizStrategiq Financial Group, LLC independent RIAWaverly Advisors, LLC independent RIARIA to RIAMar 23, 2024Jan 11, 2024
Henry B RobertsonStrategiq Financial Group, LLC independent RIAUBS Financial Services Inc. wirehouseRIA to wirehouseApr 6, 2022Feb 28, 2025 (1059 d)
Eugene Christopher YloStrategiq Financial Group, LLC independent RIALakeside Wealth Management Group, LLC mixed wealthRIA to RIADec 17, 2018Dec 12, 2018
Rena Lynn NoeStrategiq Financial Group, LLC otherSii Investments, Inc. otherOtherJan 9, 2017Feb 13, 2017 (35 d)
Renee Elizabeth LucasStrategiq Financial Group, LLC otherVirtue Capital Management, LLC otherOtherMay 29, 2015Sep 1, 2015 (95 d)
Craig Edward DraperStrategiq Financial Group, LLC otherLakeside Wealth Management Group, LLC otherOtherNov 2, 2012Nov 18, 2014 (746 d)
Matthew James BerryStrategiq Financial Group, LLC otherAvantax Advisory Services otherOtherMay 3, 2010Jul 8, 2010 (66 d)
Esther Ann HillStrategiq Financial Group, LLC otherRaymond James & Associates, Inc. national BDOtherOct 10, 2008Oct 1, 2008
Hans HerrStrategiq Financial Group, LLC otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherMar 17, 2008Sep 16, 2008 (183 d)
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26 moves match.