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 Baird Strategas 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 |
|---|---|---|---|---|---|
| Michael P Hurley | Proshare Advisors LLC asset manager | Baird Strategas LLC no RAUM | Other | Aug 29, 2025 | Nov 21, 2025 (84 d) |
| Ricardo Lopez | T. Rowe Price Associates, Inc. asset manager | Baird Strategas LLC no RAUM | Other | Apr 14, 2025 | Apr 11, 2025 |
| Jonathan Matta | Ameriprise Financial Services, LLC national BD | Baird Strategas LLC no RAUM | Other | Sep 17, 2023 | Sep 15, 2023 |
| Gerald Hendricks | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Baird Strategas LLC no RAUM | Other | Jan 7, 2021 | Feb 18, 2021 (42 d) |
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4 moves match.