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 Strategent Financial, 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 |
|---|---|---|---|---|---|
| Debbie Strauss Byerly | Capitol Family Office, Inc. independent RIA | Strategent Financial, LLC independent RIA | RIA to RIA | May 3, 2024 | May 7, 2024 |
| Andrew Scott Lam | Dimensional Fund Advisors LP asset manager | Strategent Financial, LLC independent RIA | Other | Sep 21, 2022 | Nov 15, 2022 (55 d) |
| Abram Joshua Shearer | Ameriprise Financial Services, LLC national BD | Strategent Financial, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 19, 2011 | Dec 7, 2015 (1783 d) |
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3 moves match.