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 Investment 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
Bradley VenablesStrategic Wealth Investment Group, LLC independent RIAEmpower Advisory Group, LLC BD affiliatedRIA to affiliated broker-dealer or bankApr 21, 2026Aug 4, 2026 (105 d)
Caleb Adam BarnettStrategic Wealth Investment Group, LLC independent RIAHilltop Securities Inc. BD affiliatedRIA to affiliated broker-dealer or bankApr 21, 2026Apr 20, 2026
Rafael De OliveiraStrategic Wealth Investment Group, LLC independent RIAPrincipal Securities, Inc. BD affiliatedRIA to affiliated broker-dealer or bankOct 17, 2025Nov 19, 2025 (33 d)
Justin Dequan BrownStrategic Wealth Investment Group, LLC independent RIAMercer Global Advisors Inc. independent RIARIA to RIAOct 15, 2025Oct 23, 2025
Louis Jacob PorterStrategic Wealth Investment Group, LLC independent RIATrunorth Advisors independent RIARIA to RIAAug 13, 2025Jan 7, 2026 (147 d)
Chandra Ellen HalversonStrategic Wealth Investment Group, LLC independent RIABrookstone Capital Management LLC independent RIARIA to RIAJul 9, 2025Dec 16, 2025 (160 d)
Veronica M GillotteStrategic Wealth Investment Group, LLC independent RIASinger Wealth Advisors LLC independent RIARIA to RIAMay 13, 2025Jun 30, 2025 (48 d)
Nicholas Jon TolertonStrategic Wealth Investment Group, LLC independent RIAPeace Of Mind Wealth Management independent RIARIA to RIAApr 25, 2025Jul 9, 2025 (75 d)
Dustin Robert StanleyStrategic Wealth Investment Group, LLC independent RIAPrime Capital Financial mixed wealthRIA to RIAFeb 11, 2025Feb 27, 2025
James Matthew JonesStrategic Wealth Investment Group, LLC independent RIALfg Wealth Partners, LLC independent RIARIA to RIAJan 29, 2025Aug 7, 2026 (555 d)
Jonathan Dean JarboeStrategic Wealth Investment Group, LLC independent RIAMaia Wealth independent RIARIA to RIANov 16, 2024Jan 14, 2025 (59 d)
Cameron Lee WisleyStrategic Wealth Investment Group, LLC independent RIAJ. Hagan Capital, Inc. independent RIARIA to RIASep 17, 2024Nov 6, 2024 (50 d)
Andrew Blake JanniStrategic Wealth Investment Group, LLC independent RIAKestra Advisory Services, LLC BD affiliatedRIA to affiliated broker-dealer or bankSep 17, 2024Nov 19, 2024 (63 d)
Garrick GomezStrategic Wealth Investment Group, LLC independent RIAJ.P. Morgan Securities LLC wirehouseRIA to wirehouseJul 19, 2024Jul 24, 2024
Edmund Douglas RobinsonStrategic Wealth Investment Group, LLC independent RIALord And Richards independent RIARIA to RIAMar 29, 2024May 22, 2024 (54 d)
Jason Hyrum TaylorStrategic Wealth Investment Group, LLC independent RIAFarther independent RIARIA to RIAFeb 26, 2024Feb 27, 2024
Chase M RoscheStrategic Wealth Investment Group, LLC independent RIAJ. Hagan Capital, Inc. independent RIARIA to RIAFeb 19, 2024Jun 19, 2024 (121 d)
Nicholas Patrick SmutneyStrategic Wealth Investment Group, LLC independent RIACetera Investment Advisers LLC BD affiliatedRIA to affiliated broker-dealer or bankJan 29, 2024Feb 22, 2024
Timothy KampStrategic Wealth Investment Group, LLC independent RIAFifth Third Securities, Inc. BD affiliatedRIA to affiliated broker-dealer or bankDec 19, 2023Dec 21, 2023
Dillon Matthew WiddowsStrategic Wealth Investment Group, LLC independent RIACapital Investment Advisors, LLC independent RIARIA to RIAOct 24, 2023Nov 7, 2023
Jason Christopher Vander PolStrategic Wealth Investment Group, LLC independent RIALord And Richards no RAUMRIA to a newly registered adviserOct 6, 2023Jan 19, 2024 (105 d)
Michael L ThompsonStrategic Wealth Investment Group, LLC independent RIARwm Capital, LLC independent RIARIA to RIAMar 2, 2023May 16, 2023 (75 d)
David Scott TrettelStrategic Wealth Investment Group, LLC independent RIARobert W. Baird & Co. Incorporated mixed wealthRIA to RIAJan 23, 2023Aug 2, 2023 (191 d)
Jonathan SycamoreStrategic Wealth Investment Group, LLC independent RIALPL Financial LLC BD affiliatedRIA to affiliated broker-dealer or bankJan 6, 2023Jun 12, 2024 (523 d)
Laura Anne JohnsonStrategic Wealth Investment Group, LLC independent RIARBC Capital Markets, LLC national BDRIA to affiliated broker-dealer or bankJul 26, 2021Jul 14, 2021
Allison Marie GruesbeckStrategic Wealth Investment Group, LLC independent RIANorthwestern Mutual Investment Services,LLC no RAUMOtherJun 23, 2020Jul 16, 2020
Todd E OdanielStrategic Wealth Investment Group, LLC independent RIAInternational Assets Investment Management, LLC BD affiliatedRIA to affiliated broker-dealer or bankFeb 11, 2020Feb 26, 2020
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27 moves match.