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 Transition Financial Advisors Group, 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 |
|---|---|---|---|---|---|
| Jennifer Louise Strymecki | Cardinal Point Wealth Management independent RIA | Transition Financial Advisors Group, LLC independent RIA | RIA to RIA | Jul 31, 2025 | Nov 23, 2025 (115 d) |
| Mitchell Evan Marenus | The Enrichment Group, Inc. other | Transition Financial Advisors Group, LLC independent RIA | Other | May 20, 2011 | Dec 10, 2021 (3857 d) |
| Lucas Mitchell Wennersten | Osaic Fa, Inc. other | Transition Financial Advisors Group, LLC other | Other | Jun 30, 2008 | Sep 3, 2014 (2256 d) |
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3 moves match.