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 Strategy Financial Group
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 |
|---|---|---|---|---|---|
| Jessie J Tranchina-Satterfield | Strategy Financial Group independent RIA | Kingdom Financial Group, LLC independent RIA | RIA to RIA | Feb 25, 2026 | Apr 28, 2026 (62 d) |
| Jose M Garza | Strategy Financial Group independent RIA | Simplicity Wealth mixed wealth | RIA to RIA | Jan 29, 2026 | Apr 2, 2026 (63 d) |
| Evan Samuel Hartstein | Strategy Financial Group independent RIA | Allstate Financial Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Nov 13, 2024 | Apr 10, 2025 (148 d) |
| David Matthew Riley | Strategy Financial Group independent RIA | Arcwood Financial, LLC institutional | Other | Aug 20, 2024 | Oct 17, 2024 (58 d) |
| Daniel Robert Brown | Strategy Financial Group independent RIA | Foundations Investment Advisors LLC independent RIA | RIA to RIA | Apr 24, 2024 | Jun 11, 2024 (48 d) |
| Thomas Clark Dupree | Strategy Financial Group independent RIA | Dupree Financial Group, LLC independent RIA | RIA to RIA | Jan 26, 2024 | Feb 1, 2024 |
| Jocelyn Rose Black | Strategy Financial Group independent RIA | Better Money Decisions independent RIA | RIA to RIA | Dec 8, 2023 | Feb 5, 2024 (59 d) |
| Sean C Nicol | Strategy Financial Group independent RIA | Hornor, Townsend & Kent, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Sep 3, 2019 | Oct 17, 2019 (44 d) |
| Anthony Eugene Olson | Strategy Financial Group independent RIA | Bonsai Financial state registered | RIA to a state-registered adviser | Feb 1, 2018 | Feb 27, 2018 |
| Samuel Robert Olson | Strategy Financial Group independent RIA | Secured Retirement Advisors, LLC independent RIA | RIA to RIA | Feb 1, 2018 | Dec 17, 2017 |
| Andrew Scott Rafal | Strategy Financial Group independent RIA | Bayntree Wealth Advisors, LLC independent RIA | RIA to RIA | Dec 17, 2015 | Jul 29, 2015 |
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11 moves match.