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 Advisors Group, Inc.
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 |
|---|---|---|---|---|---|
| Gabriel Philip D'Angelo | Strategic Wealth Advisors Group, Inc. independent RIA | Rademacher Financial, Inc. independent RIA | RIA to RIA | Jul 24, 2025 | Sep 9, 2024 |
| Jacob Cueny | Strategic Wealth Advisors Group, Inc. independent RIA | J.P. Morgan Securities LLC wirehouse | RIA to wirehouse | Jul 18, 2024 | Sep 10, 2024 (54 d) |
| Charles Brian Roehrer | Strategic Wealth Advisors Group, Inc. independent RIA | Gpm Growth Investors, Inc. independent RIA | RIA to RIA | Jul 27, 2023 | Sep 11, 2023 (46 d) |
| Jeffrey Martin Winter | Strategic Wealth Advisors Group, Inc. independent RIA | Creativeone Wealth, LLC independent RIA | RIA to RIA | Nov 13, 2017 | May 5, 2022 (1634 d) |
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4 moves match.