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 Stratos 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| James Ellis Cahn | Stratos Wealth Partners, Ltd BD affiliated | Twenty Four Wealth no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Sep 3, 2026 | Aug 31, 2026 |
| Michael J Carbino | Stratos Wealth Partners, Ltd BD affiliated | Twenty Four Wealth no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Sep 3, 2026 | Aug 31, 2026 |
| Joseph D Peri | Stratos Wealth Partners, Ltd BD affiliated | Twenty Four Wealth no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Sep 3, 2026 | Aug 31, 2026 |
| John Thomas Dougherty | Stratos Wealth Partners, Ltd BD affiliated | Twenty Four Wealth no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Sep 3, 2026 | Aug 31, 2026 |
| Chiraag Kirpalani | Stratos Wealth Partners, Ltd BD affiliated | Twenty Four Wealth no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Sep 3, 2026 | Aug 31, 2026 |
| Christopher Zapata | Stratos Wealth Partners, Ltd BD affiliated | Twenty Four Wealth no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Sep 3, 2026 | Aug 31, 2026 |
| Ryan James Hunter | Stratos Wealth Partners, Ltd BD affiliated | Twenty Four Wealth no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Sep 3, 2026 | Aug 31, 2026 |
| Joseph Robert Viger | Stratos Wealth Partners, Ltd BD affiliated | Twenty Four Wealth no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Sep 3, 2026 | Aug 31, 2026 |
| Maria A Bjornson | Stratos Wealth Partners, Ltd BD affiliated | Twenty Four Wealth no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Sep 3, 2026 | Aug 31, 2026 |
| Justin Widomski | Stratos Wealth Partners, Ltd BD affiliated | Twenty Four Wealth no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Sep 3, 2026 | Aug 31, 2026 |
| Madison Lee | Stratos Wealth Partners, Ltd BD affiliated | Twenty Four Wealth no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Sep 3, 2026 | Aug 31, 2026 |
| Anthony Joseph Truino | Stratos Wealth Partners, Ltd BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Sep 2, 2026 | Apr 29, 2025 |
| Kevin Patrick Nix | Stratos Wealth Partners, Ltd BD affiliated | Stratos Wealth Advisors LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 1, 2026 | Sep 9, 2026 |
| Bradford Michael Felger | Stratos Wealth Partners, Ltd BD affiliated | Concurrent Investment Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 7, 2026 | Jul 6, 2026 |
| Christian Nicholas Giannangeli | Stratos Wealth Partners, Ltd BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 29, 2026 | Jan 8, 2026 |
| Matthew Brian Summe | Stratos Wealth Partners, Ltd BD affiliated | Dunham independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 12, 2026 | Sep 2, 2026 (82 d) |
| Larry Warren Sills | Stratos Wealth Partners, Ltd BD affiliated | Stratos Wealth Advisors LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 1, 2026 | Mar 31, 2026 |
| Nancy Burns Brzozowski | Stratos Wealth Partners, Ltd BD affiliated | Prosperity - An Eisneramper Company independent RIA | Affiliated broker-dealer or bank to independent RIA | May 27, 2026 | Jul 27, 2026 (61 d) |
| Gregorio Sebastian Acevedo Gonzalez | Stratos Wealth Partners, Ltd BD affiliated | Vanguard Advisers, Inc. BD affiliated | Affiliated broker-dealer or bank to another | May 7, 2026 | May 26, 2026 |
| Austin Troy Green | Stratos Wealth Partners, Ltd BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Apr 23, 2026 | Jun 25, 2026 (63 d) |
| Maryjo Morello | Stratos Wealth Partners, Ltd BD affiliated | Independent Financial Group, LLC BD affiliated | Affiliated broker-dealer or bank to another | Apr 8, 2026 | Mar 27, 2026 |
| Joseph Gary Smith | Stratos Wealth Partners, Ltd BD affiliated | Keystone Financial Group, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 31, 2026 | Apr 2, 2026 |
| Paula A Strumbly | Stratos Wealth Partners, Ltd BD affiliated | Independent Financial Group, LLC BD affiliated | Affiliated broker-dealer or bank to another | Mar 30, 2026 | Mar 27, 2026 |
| Billy J Mitchell | Stratos Wealth Partners, Ltd BD affiliated | Hibernia Wealth Partners, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 17, 2026 | Mar 18, 2026 |
| Grant Hartman Ulrick | Stratos Wealth Partners, Ltd BD affiliated | Osaic Wealth, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Mar 11, 2026 | Mar 8, 2026 |
| Jeffrey Alan Brown | Stratos Wealth Partners, Ltd BD affiliated | Wells Fargo Advisors wirehouse | Affiliated broker-dealer or bank to wirehouse | Mar 2, 2026 | May 12, 2026 (71 d) |
| Derek N Spencer | Stratos Wealth Partners, Ltd BD affiliated | Ellsworth Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 25, 2026 | Mar 4, 2026 |
| Candace Lynn Deluca | Stratos Wealth Partners, Ltd BD affiliated | &Partners independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 13, 2025 | Oct 14, 2025 |
| Crey D Keitzer | Stratos Wealth Partners, Ltd BD affiliated | LPL Financial LLC other | Other | Sep 29, 2025 | Oct 25, 2016 |
| Phillip Nuttall | Stratos Wealth Partners, Ltd BD affiliated | Stratos Wealth Advisors LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 10, 2025 | Aug 6, 2023 |
| Darren Gee | Stratos Wealth Partners, Ltd BD affiliated | Mercer Global Advisors Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 27, 2025 | Sep 8, 2025 |
| Katja Akiyama | Stratos Wealth Partners, Ltd BD affiliated | Strategic Advisers LLC national BD | Affiliated broker-dealer or bank to another | Jun 30, 2025 | Aug 5, 2025 (36 d) |
| Tina Meyer | Stratos Wealth Partners, Ltd BD affiliated | Corepath Wealth Partners LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 25, 2025 | Aug 11, 2025 (47 d) |
| Jennifer Kathryn Collins | Stratos Wealth Partners, Ltd BD affiliated | Sequoia Financial Group, L.L.C. independent RIA | Affiliated broker-dealer or bank to independent RIA | May 19, 2025 | May 5, 2025 |
| Diego German Vallota | Stratos Wealth Partners, Ltd BD affiliated | Dean Dorton Wealth Management, LLC state registered | Affiliated broker-dealer or bank to a state-registered adviser | Jan 15, 2025 | Jan 9, 2025 |
| Michael Franklin Mccamy | Stratos Wealth Partners, Ltd BD affiliated | Holistic Wealth Advisors no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Dec 23, 2024 | Dec 20, 2024 |
| Lakshmi Nagarajan | Stratos Wealth Partners, Ltd BD affiliated | Holistic Wealth Advisors no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Dec 23, 2024 | Dec 16, 2024 |
| Stacy Ann Clifford | Stratos Wealth Partners, Ltd BD affiliated | Holistic Wealth Advisors no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Dec 23, 2024 | Dec 16, 2024 |
| Sue Ann Donovan | Stratos Wealth Partners, Ltd BD affiliated | Holistic Wealth Advisors no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Dec 23, 2024 | Dec 20, 2024 |
| Richard Allen Gibson | Stratos Wealth Partners, Ltd BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Dec 4, 2024 | Dec 4, 2024 |
| Daniel Eduardo Torreblanca | Stratos Wealth Partners, Ltd BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Dec 4, 2024 | Dec 4, 2024 |
| Joseph P Celiberti | Stratos Wealth Partners, Ltd BD affiliated | MML Investors Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Nov 26, 2024 | Nov 25, 2024 |
| Mikelle B Copella | Stratos Wealth Partners, Ltd BD affiliated | Janney Montgomery Scott LLC BD affiliated | Affiliated broker-dealer or bank to another | Nov 4, 2024 | Nov 1, 2024 |
| Brent Alan Markley | Stratos Wealth Partners, Ltd BD affiliated | Janney Montgomery Scott LLC BD affiliated | Affiliated broker-dealer or bank to another | Oct 31, 2024 | Oct 31, 2024 |
| Grant Thomas Beckley | Stratos Wealth Partners, Ltd BD affiliated | LPL Financial LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 31, 2024 | Jun 26, 2018 |
| Noah Wiggins | Stratos Wealth Partners, Ltd BD affiliated | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Affiliated broker-dealer or bank to wirehouse | Aug 26, 2024 | Aug 20, 2024 |
| Fred Debow Rice | Stratos Wealth Partners, Ltd BD affiliated | LPL Enterprise, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Aug 19, 2024 | Mar 26, 2025 (219 d) |
| Michael Nicholas Lewis | Stratos Wealth Partners, Ltd BD affiliated | Wells Fargo Advisors wirehouse | Affiliated broker-dealer or bank to wirehouse | Jul 30, 2024 | Aug 28, 2024 |
| Kay Marie Auwerter | Stratos Wealth Partners, Ltd BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Jul 9, 2024 | Jun 17, 2024 |
| Matthias Daniel Day | Stratos Wealth Partners, Ltd BD affiliated | Corient independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 20, 2024 | Aug 14, 2024 (55 d) |
| Jeremy M Coliton | Stratos Wealth Partners, Ltd BD affiliated | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Affiliated broker-dealer or bank to wirehouse | Apr 30, 2024 | Jul 31, 2024 (92 d) |
| Christian Craig Zernich | Stratos Wealth Partners, Ltd BD affiliated | LPL Financial LLC other | Other | Apr 29, 2024 | Dec 10, 2013 |
| Cory Matthew Larmour | Stratos Wealth Partners, Ltd BD affiliated | Osaic Wealth, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Apr 17, 2024 | Apr 23, 2024 |
| Chad Allen Tom | Stratos Wealth Partners, Ltd BD affiliated | Independent Advisor Alliance, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 1, 2024 | Mar 22, 2024 |
| Wayne David Wycoff | Stratos Wealth Partners, Ltd BD affiliated | Independent Advisor Alliance, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 1, 2024 | Mar 22, 2024 |
| Robert Henry Himmelman | Stratos Wealth Partners, Ltd BD affiliated | Fortitude Family Office independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 28, 2024 | Jun 26, 2024 (90 d) |
| Dennis J Harp | Stratos Wealth Partners, Ltd BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Mar 21, 2024 | Feb 7, 2024 |
| Daniel Scott Scharlach | Stratos Wealth Partners, Ltd BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Mar 14, 2024 | Feb 26, 2024 |
| Gloria Stepha Garcia Cisneros | Stratos Wealth Partners, Ltd BD affiliated | Hightower Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | Feb 15, 2024 | Jun 11, 2024 (117 d) |
| Stephen Russell Sturkie | Stratos Wealth Partners, Ltd BD affiliated | LPL Financial LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 30, 2024 | Jan 31, 2018 |
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248 moves match.