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 Strata Wealth Advisors, 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 |
|---|---|---|---|---|---|
| Daniel Wayne Becker | Strata Wealth Advisors, LLC independent RIA | Stokes Family Office LLC independent RIA | RIA to RIA | Sep 5, 2025 | Aug 29, 2025 |
| Micah Taylor Adams | Strata Wealth Advisors, LLC independent RIA | Cain, Watters & Associates, LLC independent RIA | RIA to RIA | Mar 10, 2025 | Mar 28, 2025 |
| Daniel Samir Tarsha | Strata Wealth Advisors, LLC independent RIA | Texwealth state registered | RIA to a state-registered adviser | Jan 31, 2024 | Jan 25, 2024 |
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3 moves match.