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 New Potomac Partners 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
David Lawrence StrausNew Potomac Partners LLC independent RIAStrathmore Capital Advisors independent RIARIA to RIAJun 12, 2025Jun 23, 2025
Robin Anne MitlerNew Potomac Partners LLC independent RIAStrathmore Capital Advisors independent RIARIA to RIAJun 12, 2025Jun 18, 2025
Joshua Aaron OldsNew Potomac Partners LLC independent RIANewedge Advisors BD affiliatedRIA to affiliated broker-dealer or bankOct 8, 2024Oct 4, 2024
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3 moves match.