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 Sterling Global Strategies, 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
Michael Sean HaigSterling Global Strategies, LLC mixed wealthAurora Private Wealth, Inc. independent RIARIA to RIAJul 2, 2019Apr 4, 2019
Gregory James CarrollSterling Global Strategies, LLC mixed wealthWwm Financial independent RIARIA to RIAJul 2, 2019May 7, 2019
John Phillips PaladinoSterling Global Strategies, LLC mixed wealthAurora Private Wealth, Inc. independent RIARIA to RIAJul 2, 2019Apr 4, 2019
Robert John CenkoSterling Global Strategies, LLC otherReliance Investing, Inc. state registeredOtherApr 27, 2017Nov 17, 2025 (3126 d)
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4 moves match.