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 Journey Strategic Wealth 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 |
|---|---|---|---|---|---|
| John B Solik | Journey Strategic Wealth LLC independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Apr 8, 2026 | Apr 8, 2026 |
| Brett Tyler Agnew | Journey Strategic Wealth LLC independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Apr 8, 2026 | Apr 2, 2026 |
| Ted Eric Albrecht | Journey Strategic Wealth LLC independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Apr 8, 2026 | Apr 29, 2026 |
| Michael Dennis Labarbera | Journey Strategic Wealth LLC independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Apr 8, 2026 | Apr 16, 2026 |
| Chad Faulkenberry | Journey Strategic Wealth LLC independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Apr 8, 2026 | Apr 9, 2026 |
| Jill Elaine Isbell | Journey Strategic Wealth LLC independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Apr 8, 2026 | Apr 2, 2026 |
| Angela Pridgen Lessor | Journey Strategic Wealth LLC independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Apr 8, 2026 | Apr 1, 2026 |
| Laurie Mckee Adams | Journey Strategic Wealth LLC independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Apr 8, 2026 | Apr 7, 2026 |
| Kristin Adelson Bartlow | Journey Strategic Wealth LLC independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Apr 8, 2026 | Apr 2, 2026 |
| Brian R Flynn | Journey Strategic Wealth LLC independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Apr 8, 2026 | Apr 9, 2026 |
| Kevin Douglas Rinow | Journey Strategic Wealth LLC independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Apr 8, 2026 | Apr 2, 2026 |
| Kathleen Barlow | Journey Strategic Wealth LLC independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Apr 8, 2026 | Apr 9, 2026 |
| Kerry Jean Meath-Sinkin | Journey Strategic Wealth LLC independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Apr 8, 2026 | Apr 1, 2026 |
| John Mortola | Journey Strategic Wealth LLC independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Apr 8, 2026 | Apr 7, 2026 |
| Michael Charles Brown | Journey Strategic Wealth LLC independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Apr 8, 2026 | Apr 23, 2026 |
| Zachary Mohr | Journey Strategic Wealth LLC independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Apr 8, 2026 | May 5, 2026 |
| Mark E Lebida | Journey Strategic Wealth LLC independent RIA | Wells Fargo Advisors wirehouse | RIA to wirehouse | Jul 14, 2025 | Jul 18, 2025 |
| Caitlin M West | Journey Strategic Wealth LLC independent RIA | The Ascent Group, LLC independent RIA | RIA to RIA | Jan 14, 2022 | Jun 22, 2022 (159 d) |
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18 moves match.