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 Wealth Partners, Ltd.

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
Christopher O'Brian JacksonStrategic Wealth Partners, Ltd. independent RIAPure Financial Advisors, LLC independent RIARIA to RIAMar 31, 2026Apr 1, 2026
Tasha Immacolata MaussStrategic Wealth Partners, Ltd. independent RIASamara Capital no RAUMRIA to a newly registered adviserJul 21, 2025Jul 25, 2025
Andrew Quinten MaussStrategic Wealth Partners, Ltd. independent RIASamara Capital no RAUMRIA to a newly registered adviserJul 21, 2025Jul 31, 2025
Ryan Kidston MurrayStrategic Wealth Partners, Ltd. independent RIACorient independent RIARIA to RIAJun 27, 2025Jul 14, 2025
Lucas Conner LloydStrategic Wealth Partners, Ltd. independent RIALloyd Financial Group LLC state registeredRIA to a state-registered adviserMar 14, 2025May 27, 2025 (74 d)
Jerome Allen WigginsStrategic Wealth Partners, Ltd. independent RIAFisher Investments independent RIARIA to RIAJan 3, 2025Jan 22, 2025
Joseph John RudnickiStrategic Wealth Partners, Ltd. independent RIAFourth Dimension Wealth, LLC independent RIARIA to RIAAug 26, 2024Aug 17, 2024
Ryan Harrington GroveStrategic Wealth Partners, Ltd. independent RIAD.B. Root & Company, LLC independent RIARIA to RIAMay 24, 2024Mar 12, 2025 (292 d)
Ignacio D'WindtStrategic Wealth Partners, Ltd. independent RIASequoia Financial Group, L.L.C. independent RIARIA to RIAMay 24, 2024Aug 7, 2024 (75 d)
Colin Edward SymonsStrategic Wealth Partners, Ltd. independent RIALloyd Financial Group LLC state registeredRIA to a state-registered adviserNov 24, 2023Sep 25, 2025 (671 d)
Jordan HowdStrategic Wealth Partners, Ltd. independent RIAValmark Advisers, Inc. BD affiliatedRIA to affiliated broker-dealer or bankNov 15, 2023Dec 2, 2023
Ryan Mathew DobrokaStrategic Wealth Partners, Ltd. independent RIAHightower Advisors, LLC BD affiliatedRIA to affiliated broker-dealer or bankJun 1, 2023Jun 7, 2023
Richard AhrensStrategic Wealth Partners, Ltd. independent RIAIndependence Wealth Advisors, LLC independent RIARIA to RIAFeb 11, 2022May 5, 2020
Joseph QueryStrategic Wealth Partners, Ltd. independent RIAIndependence Wealth Advisors, LLC independent RIARIA to RIAFeb 11, 2022May 14, 2020
Andrew William FerraroStrategic Wealth Partners, Ltd. independent RIAFerraro Wealth Management, LLC state registeredRIA to a state-registered adviserFeb 11, 2022May 27, 2020
Douglas A HarbaughStrategic Wealth Partners, Ltd. independent RIAMML Investors Services, LLC BD affiliatedRIA to affiliated broker-dealer or bankFeb 25, 2021May 17, 2021 (81 d)
Kevin Dean BalesStrategic Wealth Partners, Ltd. independent RIAHartford Funds asset managerOtherAug 13, 2020Dec 15, 2025 (1950 d)
Robert Jerry GavlakStrategic Wealth Partners, Ltd. independent RIASurepath Wealth Management unclassifiedOtherApr 4, 2019Apr 30, 2019
Matthew F GarasicStrategic Wealth Partners, Ltd. independent RIAGentrust independent RIARIA to RIAFeb 28, 2019Nov 4, 2021 (980 d)
Nicholai Sunil DeshmukhStrategic Wealth Partners, Ltd. independent RIAMML Investors Services, LLC BD affiliatedRIA to affiliated broker-dealer or bankNov 19, 2018Feb 18, 2026 (2648 d)
Matthew Robert LoefflerStrategic Wealth Partners, Ltd. independent RIABlue Tree Wealth Advisors LLC unclassifiedOtherJul 18, 2018May 29, 2018
Phillip Benjamin FriedmanStrategic Wealth Partners, Ltd. independent RIAWells Fargo Advisors wirehouseRIA to wirehouseJun 26, 2018Jul 30, 2018 (34 d)
Christopher Charles KichurchakStrategic Wealth Partners, Ltd. independent RIAAlphastar Capital Management independent RIARIA to RIAApr 19, 2018Apr 24, 2018
Janice Marie CackowskiStrategic Wealth Partners, Ltd. otherProvidence Wealth Partners LLC unclassifiedOtherJul 7, 2017Aug 17, 2017 (41 d)
Matthew Thomas BrigemanStrategic Wealth Partners, Ltd. otherOneseven otherOtherMar 22, 2017Mar 21, 2017
Joseph John RudnickiStrategic Wealth Partners, Ltd. otherPruco Securities, LLC otherOtherDec 21, 2016Jun 19, 2017 (180 d)
Daniel Joseph JohnedisStrategic Wealth Partners, Ltd. otherCratus Capital, LLC state registeredOtherFeb 17, 2016Jan 1, 2026 (3606 d)
Riley Robertson RindoStrategic Wealth Partners, Ltd. otherMai Capital Management, LLC otherOtherMar 21, 2012Apr 3, 2012
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28 moves match.