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 Strathmore Capital Advisors
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 |
|---|---|---|---|---|---|
| Alishia Arezou Dubois | Modera Wealth Management, LLC independent RIA | Strathmore Capital Advisors independent RIA | RIA to RIA | Apr 24, 2026 | Aug 23, 2026 (121 d) |
| Daniel James O'Rourke | LPL Financial LLC BD affiliated | Strathmore Capital Advisors independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 27, 2026 | Mar 6, 2026 |
| Jennifer Helton Luzzatto | Summit Financial Partners, Inc. independent RIA | Strathmore Capital Advisors independent RIA | RIA to RIA | Nov 6, 2025 | Nov 6, 2025 |
| David Lawrence Straus | New Potomac Partners LLC independent RIA | Strathmore Capital Advisors independent RIA | RIA to RIA | Jun 12, 2025 | Jun 23, 2025 |
| Robin Anne Mitler | New Potomac Partners LLC independent RIA | Strathmore Capital Advisors independent RIA | RIA to RIA | Jun 12, 2025 | Jun 18, 2025 |
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5 moves match.