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 Partners

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 James CopelandStrategic Wealth Partners independent RIANorthcoast Asset Management LLC independent RIARIA to RIAMay 6, 2024May 3, 2024
Kathleen Dougherty-KleinStrategic Wealth Partners independent RIANorthcoast Asset Management LLC independent RIARIA to RIAMay 6, 2024May 14, 2024
Neal Howard PriceStrategic Wealth Partners independent RIANorthcoast Asset Management LLC independent RIARIA to RIAMay 6, 2024May 3, 2024
Ashley Elizabeth SeubertStrategic Wealth Partners independent RIANorthcoast Asset Management LLC independent RIARIA to RIAMay 6, 2024May 3, 2024
Michael Morse GarrisonStrategic Wealth Partners independent RIANorthcoast Asset Management LLC independent RIARIA to RIAMay 6, 2024May 3, 2024
Andrew Terrence DenenbergStrategic Wealth Partners independent RIANorthcoast Asset Management LLC independent RIARIA to RIAMay 6, 2024May 3, 2024
Michael TuberStrategic Wealth Partners independent RIANorthcoast Asset Management LLC independent RIARIA to RIAMay 6, 2024May 3, 2024
Marcie P. NachStrategic Wealth Partners independent RIANorthcoast Asset Management LLC independent RIARIA to RIAMay 6, 2024May 3, 2024
Michael S. KarminStrategic Wealth Partners independent RIANorthcoast Asset Management LLC independent RIARIA to RIAMay 6, 2024May 3, 2024
Benjamin Jacob BremenStrategic Wealth Partners independent RIANorthcoast Asset Management LLC independent RIARIA to RIAMay 6, 2024May 3, 2024
Thomas Lyn BuhrmannStrategic Wealth Partners independent RIANorthcoast Asset Management LLC independent RIARIA to RIAMay 6, 2024May 3, 2024
Ruben Richard RivasStrategic Wealth Partners independent RIANorthcoast Asset Management LLC independent RIARIA to RIAMay 6, 2024May 3, 2024
Andrew David CohnStrategic Wealth Partners independent RIANorthcoast Asset Management LLC independent RIARIA to RIAMay 6, 2024May 3, 2024
Joseph Kenneth ThompsonStrategic Wealth Partners independent RIANorthcoast Asset Management LLC independent RIARIA to RIAMay 6, 2024May 3, 2024
Adam Rudolph ShemariaStrategic Wealth Partners independent RIANorthcoast Asset Management LLC independent RIARIA to RIAMay 6, 2024May 3, 2024
Merrick SingerStrategic Wealth Partners independent RIANorthcoast Asset Management LLC independent RIARIA to RIAMay 6, 2024May 3, 2024
Vishaal TummalaStrategic Wealth Partners independent RIANorthcoast Asset Management LLC independent RIARIA to RIAMay 6, 2024May 3, 2024
Adam Jonathan PriceStrategic Wealth Partners independent RIANorthcoast Asset Management LLC independent RIARIA to RIAMay 6, 2024May 3, 2024
Cory Grant RappaportStrategic Wealth Partners independent RIANorthcoast Asset Management LLC independent RIARIA to RIAMay 6, 2024May 3, 2024
Matthew Alexander CoxStrategic Wealth Partners independent RIANorthcoast Asset Management LLC independent RIARIA to RIAMay 6, 2024May 3, 2024
Eric Robert O'BrienStrategic Wealth Partners independent RIANorthcoast Asset Management LLC independent RIARIA to RIAMay 6, 2024Aug 12, 2024 (98 d)
Kathryn DohertyStrategic Wealth Partners independent RIANorthcoast Asset Management LLC independent RIARIA to RIAMay 6, 2024Aug 9, 2024 (95 d)
Kirk Robert HackbarthStrategic Wealth Partners independent RIAJmg Financial Group Ltd independent RIARIA to RIAApr 11, 2022Mar 21, 2022
Jill KazStrategic Wealth Partners independent RIAHemington Wealth Management independent RIARIA to RIAApr 11, 2022May 18, 2022 (37 d)
John Andrew MariscalcoStrategic Wealth Partners independent RIA103 Advisory Group independent RIARIA to RIAAug 25, 2021Sep 2, 2021
Mark Edward WeilStrategic Wealth Partners independent RIADynamic independent RIARIA to RIAOct 19, 2020Oct 13, 2020
Benjamin Paul SmithStrategic Wealth Partners independent RIACove Financial Planning, LLC state registeredRIA to a state-registered adviserApr 10, 2019Jul 30, 2020 (477 d)
Kyle Kenneth RossStrategic Wealth Partners independent RIAInvesco Advisers, Inc. asset managerOtherOct 29, 2018Nov 1, 2018
Ross Aaron NeumanStrategic Wealth Partners independent RIAFirst Trust Advisors LP asset managerOtherSep 14, 2018Sep 17, 2018
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29 moves match.