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 Stratifi, 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
Mary Welby Scott HughesStratifi, LLC independent RIABlackrock Investment Management, LLC otherOtherMay 14, 2018Jun 3, 2025 (2577 d)
Tyler Alan Rutledge GrupeStratifi, LLC independent RIAWealthfront Advisers LLC BD affiliatedRIA to affiliated broker-dealer or bankMar 22, 2018Jan 1, 2026 (2842 d)
Paul Conde StrehleStratifi, LLC otherLakeside North Capital Advisors, LLC state registeredOtherJul 14, 2014Aug 3, 2015 (385 d)
Scott Dale ElishaStratifi, LLC otherLombard Street Partners, LLC unclassifiedOtherJan 13, 2012Dec 19, 2011
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4 moves match.