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
Arrivals at Syverson Strege
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 |
|---|---|---|---|---|---|
| Tanner Reed Sprouse | Mariner BD affiliated | Syverson Strege independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 6, 2026 | May 19, 2026 (102 d) |
| Damian L Beard | Edelman Financial Engines independent RIA | Syverson Strege independent RIA | RIA to RIA | Sep 12, 2024 | Sep 1, 2024 |
| Robert Daniels | Edward Jones national BD | Syverson Strege independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 7, 2023 | Mar 15, 2023 |
| Michael Jay Murkins | U.S. Bancorp Investments, Inc. BD affiliated | Syverson Strege independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 12, 2019 | Dec 22, 2020 (498 d) |
| Tyler Patrick Conley | Legacy Financial Group independent RIA | Syverson Strege independent RIA | RIA to RIA | Apr 22, 2019 | May 6, 2019 |
| Benjamin Russell Geiger | Signator Investors, Inc. BD affiliated | Syverson Strege independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 15, 2018 | Apr 28, 2020 (622 d) |
| Blake W Mckibbin | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Syverson Strege other | Other | Oct 5, 2017 | Oct 24, 2017 |
| Wayne Eugene Johnson | Waddell & Reed other | Syverson Strege other | Other | Aug 9, 2007 | Mar 18, 2011 (1317 d) |
| Kevin James Mclean | Roxbury Capital Management LLC other | Syverson Strege independent RIA | Other | Jul 2, 2007 | Jul 13, 2026 (6951 d) |
| Tim Adrian Roemmich | Piper Sandler & Co. no RAUM | Syverson Strege other | Other | Apr 27, 2004 | Mar 18, 2011 (2516 d) |
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10 moves match.