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 Strive Asset Management
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 |
|---|---|---|---|---|---|
| Gary Keith Dorfman | Strive Asset Management asset manager | Thryve Wealth Management independent RIA | Other | Oct 10, 2025 | Oct 16, 2025 |
| John Desmond Bell | Strive Asset Management asset manager | Thryve Wealth Management independent RIA | Other | Oct 10, 2025 | Oct 17, 2025 |
| Benjamin Anthony Menconi | Strive Asset Management asset manager | Polen Capital Management, LLC asset manager | Other | Aug 28, 2024 | Sep 12, 2024 |
Page 1 of 1
3 moves match.