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 Stride Investments, 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 |
|---|---|---|---|---|---|
| Maxwell Addison Rinn | Stride Investments, LLC independent RIA | Ae Wealth Management, LLC BD affiliated | RIA to affiliated broker-dealer or bank | May 7, 2025 | Jun 13, 2025 (37 d) |
| Charles Richard Vietzen | Stride Investments, LLC independent RIA | Pruco Securities, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jul 12, 2023 | Sep 7, 2023 (57 d) |
| John A. Eiduk | Stride Investments, LLC independent RIA | Equitable Advisors, LLC national BD | RIA to affiliated broker-dealer or bank | Apr 2, 2014 | Jun 30, 2014 (89 d) |
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3 moves match.