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 Strategic Wealth Partners, Ltd.

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.

AdvisorFromToTypeLeftRegistered
Juan Jose Santiago MarreroCetera Investment Advisers LLC BD affiliatedStrategic Wealth Partners, Ltd. independent RIAAffiliated broker-dealer or bank to independent RIAMar 19, 2026Jun 3, 2026 (76 d)
Sean Allen OrickOnedigital institutionalStrategic Wealth Partners, Ltd. independent RIAOtherOct 8, 2025Jul 2, 2025
Javier Enrique Cordero CondeOnedigital institutionalStrategic Wealth Partners, Ltd. independent RIAOtherOct 8, 2025Aug 13, 2025
Francisco G TexidorfigueroaOnedigital institutionalStrategic Wealth Partners, Ltd. independent RIAOtherOct 8, 2025Aug 13, 2025
Samuel Brown PetitjeanKey Investment Services LLC BD affiliatedStrategic Wealth Partners, Ltd. independent RIAAffiliated broker-dealer or bank to independent RIAApr 1, 2025Jun 18, 2025 (78 d)
Ryan Kidston MurrayCharles Schwab & Co., Inc. national BDStrategic Wealth Partners, Ltd. independent RIAAffiliated broker-dealer or bank to independent RIAJan 8, 2024Feb 20, 2024 (43 d)
Richard Robert EicheldingerFacet independent RIAStrategic Wealth Partners, Ltd. independent RIARIA to RIAJan 3, 2024Mar 10, 2024 (67 d)
Ryan Harrington GroveModus Vivendi LLC unclassifiedStrategic Wealth Partners, Ltd. independent RIAOtherDec 31, 2023Dec 26, 2023
Ignacio D'WindtWells Fargo Advisors wirehouseStrategic Wealth Partners, Ltd. independent RIAWirehouse to independent RIAOct 12, 2023Feb 5, 2024 (116 d)
Brian Eugene MartinSecurities America Advisors, Inc. BD affiliatedStrategic Wealth Partners, Ltd. independent RIAAffiliated broker-dealer or bank to independent RIASep 21, 2023Sep 29, 2023
Michael T NowackiSaga Partners LLC independent RIAStrategic Wealth Partners, Ltd. independent RIARIA to RIAApr 29, 2023Jul 5, 2023 (67 d)
Jerome Allen WigginsVault Investment Partners, LLC independent RIAStrategic Wealth Partners, Ltd. independent RIARIA to RIAApr 13, 2023Jan 17, 2023
Jordan HowdValmark Advisers, Inc. BD affiliatedStrategic Wealth Partners, Ltd. independent RIAAffiliated broker-dealer or bank to independent RIANov 1, 2022Nov 14, 2022
Ryan Mathew DobrokaElios Financial Group, Inc. independent RIAStrategic Wealth Partners, Ltd. independent RIARIA to RIAOct 26, 2022Oct 19, 2022
Colin Edward SymonsSymons Capital Management Inc independent RIAStrategic Wealth Partners, Ltd. independent RIARIA to RIADec 31, 2021Jul 8, 2022 (189 d)
Tasha Immacolata MaussTru Independence Asset Management, LLC independent RIAStrategic Wealth Partners, Ltd. independent RIARIA to RIAJun 1, 2021May 16, 2021
Christopher O'Brian JacksonSurepath Wealth Management unclassifiedStrategic Wealth Partners, Ltd. independent RIAOtherFeb 12, 2020Oct 17, 2022 (978 d)
Joseph John RudnickiPruco Securities, LLC BD affiliatedStrategic Wealth Partners, Ltd. independent RIAAffiliated broker-dealer or bank to independent RIAOct 10, 2018Feb 20, 2019 (133 d)
Nathan Angel Forristal-GarciaWestbourne Investments, Inc. otherStrategic Wealth Partners, Ltd. otherOtherOct 13, 2017Oct 11, 2017
Phillip Benjamin FriedmanVoya Financial Advisors, Inc. otherStrategic Wealth Partners, Ltd. otherOtherMar 3, 2017Apr 4, 2017 (32 d)
Joseph QueryTd Ameritrade Investment Management, LLC otherStrategic Wealth Partners, Ltd. otherOtherFeb 5, 2015Jan 14, 2016 (343 d)
Andrew William FerraroAmeriprise Financial Services, LLC national BDStrategic Wealth Partners, Ltd. otherOtherDec 16, 2014Dec 18, 2014
Richard AhrensHickory Asset Management, Inc. otherStrategic Wealth Partners, Ltd. otherOtherOct 23, 2014May 19, 2015 (208 d)
Nicholai Sunil DeshmukhMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseStrategic Wealth Partners, Ltd. otherOtherJul 7, 2014Sep 15, 2014 (70 d)
Janice Marie CackowskiNfp Advisor Services, LLC otherStrategic Wealth Partners, Ltd. otherOtherFeb 28, 2014May 20, 2014 (81 d)
Daniel Joseph JohnedisChesapeake Wealth Management otherStrategic Wealth Partners, Ltd. otherOtherDec 3, 2013Aug 12, 2015 (617 d)
Matthew Robert LoefflerJfs Wealth Advisors, LLC otherStrategic Wealth Partners, Ltd. otherOtherDec 21, 2012Sep 15, 2014 (633 d)
David R AbateScott Snow (Financial Advisors) LLC otherStrategic Wealth Partners, Ltd. otherOtherMay 9, 2012Apr 23, 2012
Christopher Charles KichurchakMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseStrategic Wealth Partners, Ltd. otherOtherMay 3, 2011May 11, 2011
Mark M TepperPlanmember Securities Corporation otherStrategic Wealth Partners, Ltd. otherOtherNov 6, 2008Nov 19, 2008
Timothy Michael McgannonMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseStrategic Wealth Partners, Ltd. independent RIAWirehouse to independent RIAFeb 11, 2004Oct 11, 2024 (7548 d)
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31 moves match.