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 Income 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Robert Scott Stamm | Strategic Income Group LLC independent RIA | Eversource Wealth Advisors, LLC independent RIA | RIA to RIA | Dec 16, 2025 | Dec 16, 2025 |
| Patricia Ann Nyborg | Strategic Income Group LLC independent RIA | Robert W. Baird & Co. Incorporated mixed wealth | RIA to RIA | Apr 22, 2022 | Dec 9, 2022 (231 d) |
| Paul Conrad Macias | Strategic Income Group LLC independent RIA | Cole Wealth Management, LLC independent RIA | RIA to RIA | Aug 29, 2019 | Nov 26, 2019 (89 d) |
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3 moves match.