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 Blueprint, 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 |
|---|---|---|---|---|---|
| Ashley Lynn Reiter | Strategic Blueprint, LLC independent RIA | Great River Financial independent RIA | RIA to RIA | Aug 14, 2026 | Sep 8, 2026 |
| Melissa Bunson | Strategic Blueprint, LLC independent RIA | Bip Wealth, LLC independent RIA | RIA to RIA | Apr 9, 2026 | Apr 28, 2026 |
| Scott Huneycutt Levy | Strategic Blueprint, LLC independent RIA | Bip Wealth, LLC independent RIA | RIA to RIA | Apr 1, 2026 | Oct 2, 2025 |
| Warren Dean Prehmus | Strategic Blueprint, LLC independent RIA | Bip Wealth, LLC independent RIA | RIA to RIA | Dec 31, 2025 | Oct 2, 2025 |
| Chad Joseph Edwards | Strategic Blueprint, LLC independent RIA | Bip Wealth, LLC independent RIA | RIA to RIA | Dec 31, 2025 | Oct 2, 2025 |
| Andrew James Prehmus | Strategic Blueprint, LLC independent RIA | Bip Wealth, LLC independent RIA | RIA to RIA | Dec 31, 2025 | Oct 2, 2025 |
| Patrick Ryan Self | Strategic Blueprint, LLC independent RIA | Bip Wealth, LLC independent RIA | RIA to RIA | Dec 31, 2025 | Oct 2, 2025 |
| Julius Steven Hutchinson | Strategic Blueprint, LLC independent RIA | The Strategic Financial Alliance BD affiliated | RIA to affiliated broker-dealer or bank | Oct 29, 2025 | Oct 29, 2025 |
| Kevin John Ebbink | Strategic Blueprint, LLC independent RIA | Compass Financial Services, Inc. state registered | RIA to a state-registered adviser | Oct 1, 2025 | Oct 2, 2025 |
| Brian Michael Lehner | Strategic Blueprint, LLC independent RIA | Cetera Investment Advisers LLC BD affiliated | RIA to affiliated broker-dealer or bank | Apr 1, 2025 | Apr 1, 2025 |
| Amy Jo Shope | Strategic Blueprint, LLC independent RIA | Cetera Investment Advisers LLC BD affiliated | RIA to affiliated broker-dealer or bank | Apr 1, 2025 | Mar 31, 2025 |
| Michelle Rene Pommeranz | Strategic Blueprint, LLC independent RIA | Cetera Investment Advisers LLC BD affiliated | RIA to affiliated broker-dealer or bank | Apr 1, 2025 | Apr 1, 2025 |
| Ryan Bennett Droeg | Strategic Blueprint, LLC independent RIA | United Advisor Group independent RIA | RIA to RIA | Oct 18, 2024 | Sep 26, 2024 |
| Judah D Margulies | Strategic Blueprint, LLC independent RIA | Trajan Wealth, L.L.C. independent RIA | RIA to RIA | Sep 5, 2024 | Sep 16, 2024 |
| Sean Brian Smith | Strategic Blueprint, LLC independent RIA | LPL Financial LLC BD affiliated | RIA to affiliated broker-dealer or bank | May 7, 2024 | May 6, 2024 |
| Erica Rohlfing Lyall | Strategic Blueprint, LLC independent RIA | Parsec Financial independent RIA | RIA to RIA | Mar 16, 2022 | May 5, 2022 (50 d) |
| Lane Schulz | Strategic Blueprint, LLC independent RIA | LPL Financial LLC BD affiliated | RIA to affiliated broker-dealer or bank | May 12, 2021 | May 26, 2021 |
| Gregory David Pittenger | Strategic Blueprint, LLC independent RIA | Principal Asset Management other | Other | Jul 24, 2019 | Aug 20, 2019 |
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18 moves match.