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 Prudential Select 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
Eric Nils SternerPrudential Select Strategies LLC independent RIAApollon Wealth Management, LLC independent RIARIA to RIAAug 18, 2021Nov 9, 2022 (448 d)
Daniel Francis OharaPrudential Select Strategies LLC independent RIAEmpower Advisory Group, LLC BD affiliatedRIA to affiliated broker-dealer or bankNov 29, 2020Jul 21, 2022 (599 d)
Jennifer Kay WardlePrudential Select Strategies LLC independent RIAEmpower Advisory Group, LLC otherOtherNov 29, 2020Jun 17, 2021 (200 d)
Michael George OttingPrudential Select Strategies LLC independent RIAEmpower Advisory Group, LLC BD affiliatedRIA to affiliated broker-dealer or bankNov 29, 2020Jul 21, 2022 (599 d)
Ilka Lorraine Lopez MillerPrudential Select Strategies LLC independent RIATransamerica Retirement Advisors, LLC BD affiliatedRIA to affiliated broker-dealer or bankNov 29, 2020Jun 1, 2022 (549 d)
Gabriel David WardPrudential Select Strategies LLC independent RIAEmpower Advisory Group, LLC institutionalOtherNov 29, 2020Mar 2, 2021 (93 d)
Brad Alan MurphyPrudential Select Strategies LLC independent RIAEmpower Advisory Group, LLC BD affiliatedRIA to affiliated broker-dealer or bankNov 29, 2020Jul 21, 2022 (599 d)
Spencer Craig SellPrudential Select Strategies LLC independent RIAEmpower Advisory Group, LLC BD affiliatedRIA to affiliated broker-dealer or bankNov 29, 2020Jul 22, 2022 (600 d)
Jenna RancourtPrudential Select Strategies LLC independent RIAEmpower Advisory Group, LLC BD affiliatedRIA to affiliated broker-dealer or bankNov 29, 2020Jul 22, 2022 (600 d)
Michael J MccabePrudential Select Strategies LLC independent RIAEmpower Advisory Group, LLC BD affiliatedRIA to affiliated broker-dealer or bankNov 29, 2020Jul 21, 2022 (599 d)
Jesse Richard DalsingPrudential Select Strategies LLC independent RIAEmpower Advisory Group, LLC otherOtherNov 28, 2020Sep 15, 2021 (291 d)
Christopher Paul CliniPrudential Select Strategies LLC independent RIAEmpower Advisory Group, LLC BD affiliatedRIA to affiliated broker-dealer or bankNov 28, 2020Jul 21, 2022 (600 d)
Naomi FeldottPrudential Select Strategies LLC independent RIAPersonal Capital Advisors Corporation independent RIARIA to RIANov 28, 2020Apr 23, 2021 (146 d)
Todd Joseph BurgessPrudential Select Strategies LLC independent RIAEmpower Advisory Group, LLC otherOtherNov 24, 2020Apr 28, 2021 (155 d)
Tammy Lee BeasleyPrudential Select Strategies LLC independent RIAEmpower Advisory Group, LLC BD affiliatedRIA to affiliated broker-dealer or bankNov 24, 2020Jul 5, 2022 (588 d)
Kenneth Joseph BartPrudential Select Strategies LLC independent RIAPrincipal Securities, Inc. BD affiliatedRIA to affiliated broker-dealer or bankNov 24, 2020Jun 13, 2022 (566 d)
Justin J BoxleiterPrudential Select Strategies LLC independent RIAEmpower Advisory Group, LLC otherOtherNov 24, 2020Jun 4, 2021 (192 d)
Mark Donald VerityPrudential Select Strategies LLC independent RIAEquitable Advisors, LLC national BDRIA to affiliated broker-dealer or bankNov 23, 2020Sep 1, 2021 (282 d)
Neal RobinsonPrudential Select Strategies LLC independent RIAJ.P. Morgan Securities LLC wirehouseRIA to wirehouseSep 21, 2020Oct 14, 2020
Colin James AllisonPrudential Select Strategies LLC independent RIAEmpower Advisory Group, LLC institutionalOtherJul 16, 2020Dec 1, 2020 (138 d)
Jason Anthony SartoriPrudential Select Strategies LLC independent RIAEmpower Advisory Group, LLC institutionalOtherJul 16, 2020Sep 16, 2020 (62 d)
Eric Robert HuntingPrudential Select Strategies LLC independent RIAEmpower Advisory Group, LLC BD affiliatedRIA to affiliated broker-dealer or bankMay 8, 2020Dec 5, 2025 (2037 d)
David A TrapperPrudential Select Strategies LLC independent RIAVoya Financial Partners, LLC no RAUMOtherApr 24, 2020Apr 28, 2020
Mark Benjamin KonrardyPrudential Select Strategies LLC independent RIAEmpower Advisory Group, LLC institutionalOtherApr 20, 2020Mar 8, 2021 (322 d)
Eric Matthew AmbergPrudential Select Strategies LLC independent RIAEmpower Advisory Group, LLC institutionalOtherApr 17, 2020Oct 8, 2020 (174 d)
Trevor CampbellPrudential Select Strategies LLC independent RIANorthwestern Mutual Investment Services,LLC no RAUMOtherFeb 21, 2020Feb 4, 2021 (349 d)
Daniel Allen BuchenauPrudential Select Strategies LLC independent RIAEmpower Advisory Group, LLC institutionalOtherFeb 19, 2020Jan 29, 2021 (345 d)
John SavoiePrudential Select Strategies LLC independent RIAFbl Wealth Management, LLC no RAUMOtherJan 30, 2020Feb 10, 2020
Robert CostelloPrudential Select Strategies LLC independent RIAH. Beck, Inc. BD affiliatedRIA to affiliated broker-dealer or bankOct 10, 2019Jan 10, 2020 (92 d)
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29 moves match.