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 Advocates, 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
John Reed MickelsonStrategic Advocates, LLC independent RIACrown Capital Securities, L.P. BD affiliatedRIA to affiliated broker-dealer or bankJan 2, 2026Jan 3, 2023
James Patrick JenkinsStrategic Advocates, LLC independent RIACrown Capital Securities, L.P. BD affiliatedRIA to affiliated broker-dealer or bankJan 2, 2026Jan 5, 2023
Ammon Joseph DomanStrategic Advocates, LLC independent RIACambridge Investment Research Advisors, Inc. BD affiliatedRIA to affiliated broker-dealer or bankJan 2, 2026Jan 2, 2026
Scott Clifford GroverStrategic Advocates, LLC independent RIACoppell Advisory Solutions LLC independent RIARIA to RIAAug 1, 2024Aug 22, 2024
Jack GeorgeStrategic Advocates, LLC independent RIAIndependent Financial Group, LLC BD affiliatedRIA to affiliated broker-dealer or bankOct 13, 2023Feb 6, 2024 (116 d)
Olivia BrownStrategic Advocates, LLC independent RIAHornor, Townsend & Kent, LLC BD affiliatedRIA to affiliated broker-dealer or bankApr 17, 2023May 17, 2023
Page 1 of 1
6 moves match.