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 Stratos 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Stacey Lee Bendfelt | Raymond James & Associates, Inc. national BD | Stratos Wealth Partners, Ltd BD affiliated | Affiliated broker-dealer or bank to another | Sep 16, 2026 | Sep 17, 2026 |
| David George Hanson | Sovereign Wealth Advisors LLC independent RIA | Stratos Wealth Partners, Ltd BD affiliated | RIA to affiliated broker-dealer or bank | Aug 24, 2026 | Sep 26, 2025 |
| Diego German Vallota | Dean Dorton Wealth Management, LLC state registered | Stratos Wealth Partners, Ltd BD affiliated | Other | Aug 24, 2026 | Aug 24, 2026 |
| Angela Vaughan | Lifespan Financial Strategies, Inc. independent RIA | Stratos Wealth Partners, Ltd BD affiliated | RIA to affiliated broker-dealer or bank | Aug 11, 2026 | Aug 17, 2026 |
| Emily Anne Stevens | Charles Schwab & Co., Inc. national BD | Stratos Wealth Partners, Ltd BD affiliated | Affiliated broker-dealer or bank to another | Aug 1, 2026 | Jul 23, 2026 |
| Bradford Michael Felger | Concurrent Investment Advisors, LLC independent RIA | Stratos Wealth Partners, Ltd BD affiliated | RIA to affiliated broker-dealer or bank | Jul 21, 2026 | Jul 24, 2026 |
| Robert F Burchetta | Sei Investments Management Corp mixed wealth | Stratos Wealth Partners, Ltd BD affiliated | RIA to affiliated broker-dealer or bank | Jul 15, 2026 | Jul 17, 2026 |
| Michael J Carbino | LPL Financial LLC BD affiliated | Stratos Wealth Partners, Ltd independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 10, 2026 | Dec 13, 2019 |
| James Kevin Wilkins | Osaic Wealth, Inc. BD affiliated | Stratos Wealth Partners, Ltd BD affiliated | Affiliated broker-dealer or bank to another | Jul 6, 2026 | Jul 1, 2026 |
| James David Blaydes | Osaic Wealth, Inc. BD affiliated | Stratos Wealth Partners, Ltd BD affiliated | Affiliated broker-dealer or bank to another | Jul 6, 2026 | Jul 1, 2026 |
| Jared Jonathan Lester | Osaic Wealth, Inc. BD affiliated | Stratos Wealth Partners, Ltd BD affiliated | Affiliated broker-dealer or bank to another | Jul 6, 2026 | Jul 1, 2026 |
| David Lee Blaydes | Osaic Wealth, Inc. BD affiliated | Stratos Wealth Partners, Ltd BD affiliated | Affiliated broker-dealer or bank to another | Jul 6, 2026 | Jul 1, 2026 |
| Kurtis Raymond Kuyat | Osaic Wealth, Inc. BD affiliated | Stratos Wealth Partners, Ltd BD affiliated | Affiliated broker-dealer or bank to another | Jun 30, 2026 | Jun 29, 2026 |
| Cody D Teeples | Mutual Advisors, LLC BD affiliated | Stratos Wealth Partners, Ltd BD affiliated | Affiliated broker-dealer or bank to another | Jun 9, 2026 | Aug 18, 2026 (70 d) |
| Megan Lynn Heaton | Pnc Wealth Management BD affiliated | Stratos Wealth Partners, Ltd BD affiliated | Affiliated broker-dealer or bank to another | May 22, 2026 | Jun 22, 2026 (31 d) |
| Judith Peterson Havard | Yhb Investment Advisors Inc independent RIA | Stratos Wealth Partners, Ltd BD affiliated | RIA to affiliated broker-dealer or bank | May 14, 2026 | May 3, 2026 |
| Joseph Gary Smith | Horizon Wealth Management, LLC state registered | Stratos Wealth Partners, Ltd BD affiliated | Other | Mar 13, 2026 | Jun 23, 2025 |
| Justine Marie Harvey | Morgan Stanley wirehouse | Stratos Wealth Partners, Ltd BD affiliated | Wirehouse to affiliated broker-dealer or bank | Mar 13, 2026 | Mar 16, 2026 |
| Timothy O Shaw | Composition Wealth, LLC independent RIA | Stratos Wealth Partners, Ltd BD affiliated | RIA to affiliated broker-dealer or bank | Mar 6, 2026 | Mar 5, 2026 |
| Luke Thomas Mokma | Osaic Wealth, Inc. BD affiliated | Stratos Wealth Partners, Ltd BD affiliated | Affiliated broker-dealer or bank to another | Feb 13, 2026 | Mar 16, 2026 (31 d) |
| Michael Daniel Gregory | Equitable Advisors, LLC national BD | Stratos Wealth Partners, Ltd BD affiliated | Affiliated broker-dealer or bank to another | Feb 4, 2026 | Jun 29, 2026 (145 d) |
| Cheryl L Nodge | Key Investment Services LLC BD affiliated | Stratos Wealth Partners, Ltd BD affiliated | Affiliated broker-dealer or bank to another | Jan 26, 2026 | Jun 17, 2026 (142 d) |
| Connor Anderson | Edward Jones national BD | Stratos Wealth Partners, Ltd BD affiliated | Affiliated broker-dealer or bank to another | Jan 6, 2026 | Jan 6, 2026 |
| Halle Hewitt | The Wealth Consulting Group independent RIA | Stratos Wealth Partners, Ltd BD affiliated | RIA to affiliated broker-dealer or bank | Jan 5, 2026 | Jan 7, 2026 |
| Judith Ann Tengler | Private Advisor Group, LLC BD affiliated | Stratos Wealth Partners, Ltd BD affiliated | Affiliated broker-dealer or bank to another | Dec 24, 2025 | Dec 2, 2025 |
| William Coates | LPL Financial LLC BD affiliated | Stratos Wealth Partners, Ltd BD affiliated | Affiliated broker-dealer or bank to another | Dec 12, 2025 | Dec 15, 2025 |
| Christopher J Desimone | Edward Jones national BD | Stratos Wealth Partners, Ltd BD affiliated | Affiliated broker-dealer or bank to another | Dec 10, 2025 | Apr 13, 2026 (124 d) |
| Jackson M Catanzaro | Western Wealth Management LLC independent RIA | Stratos Wealth Partners, Ltd BD affiliated | RIA to affiliated broker-dealer or bank | Dec 7, 2025 | Dec 9, 2025 |
| Kai Robinson | D.A. Davidson & Co. independent RIA | Stratos Wealth Partners, Ltd BD affiliated | RIA to affiliated broker-dealer or bank | Nov 4, 2025 | Nov 12, 2025 |
| Robert Cardon Merrill | Cetera Investment Advisers LLC BD affiliated | Stratos Wealth Partners, Ltd BD affiliated | Affiliated broker-dealer or bank to another | Oct 27, 2025 | Oct 20, 2025 |
| Michael Robert Caligiuri De Jesus | Caligiuri Financial unclassified | Stratos Wealth Partners, Ltd BD affiliated | Other | Oct 25, 2025 | Jul 1, 2025 |
| Mark Andrew Fellows | Wells Fargo Advisors wirehouse | Stratos Wealth Partners, Ltd BD affiliated | Wirehouse to affiliated broker-dealer or bank | Sep 17, 2025 | Dec 16, 2025 (90 d) |
| Savanna L Steed | Osaic Wealth, Inc. BD affiliated | Stratos Wealth Partners, Ltd BD affiliated | Affiliated broker-dealer or bank to another | Sep 15, 2025 | Sep 29, 2025 |
| Cynthia Edythe Gatlin | Aldrich Wealth LP independent RIA | Stratos Wealth Partners, Ltd BD affiliated | RIA to affiliated broker-dealer or bank | Sep 8, 2025 | Oct 9, 2025 (31 d) |
| Jeffrey William Fitz | Raymond James Financial Services Advisors, Inc BD affiliated | Stratos Wealth Partners, Ltd BD affiliated | Affiliated broker-dealer or bank to another | Jul 23, 2025 | Jul 22, 2025 |
| Ian Murphy | Morgan Stanley wirehouse | Stratos Wealth Partners, Ltd BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jul 14, 2025 | Sep 8, 2025 (56 d) |
| Robert Cardon Merrill | Cetera Investment Advisers LLC BD affiliated | Stratos Wealth Partners, Ltd BD affiliated | Affiliated broker-dealer or bank to another | Jun 25, 2025 | Jun 19, 2025 |
| Nancy Burns Brzozowski | Prosperity - An Eisneramper Company independent RIA | Stratos Wealth Partners, Ltd BD affiliated | RIA to affiliated broker-dealer or bank | Jun 11, 2025 | Jul 10, 2025 |
| Robert Anthony Bove | Strategic Investment Solutions, Inc. independent RIA | Stratos Wealth Partners, Ltd BD affiliated | RIA to affiliated broker-dealer or bank | May 29, 2025 | Feb 28, 2025 |
| Stephen James Dzurec | Strategic Investment Solutions, Inc. independent RIA | Stratos Wealth Partners, Ltd BD affiliated | RIA to affiliated broker-dealer or bank | May 29, 2025 | Mar 4, 2025 |
| Aric Gordon | Strategic Investment Solutions, Inc. independent RIA | Stratos Wealth Partners, Ltd BD affiliated | RIA to affiliated broker-dealer or bank | May 29, 2025 | Mar 21, 2025 |
| Jared Anthony Marfisi | Cetera Investment Advisers LLC BD affiliated | Stratos Wealth Partners, Ltd BD affiliated | Affiliated broker-dealer or bank to another | May 6, 2025 | Mar 3, 2026 (301 d) |
| Eric Edward Maki | Financial Advocates Investment Management independent RIA | Stratos Wealth Partners, Ltd BD affiliated | RIA to affiliated broker-dealer or bank | Apr 30, 2025 | Apr 2, 2025 |
| Tyler Edward Mackeson | Financial Advocates Investment Management independent RIA | Stratos Wealth Partners, Ltd BD affiliated | RIA to affiliated broker-dealer or bank | Apr 30, 2025 | Apr 2, 2025 |
| Ryan Henry Thibault | Pnc Wealth Management BD affiliated | Stratos Wealth Partners, Ltd BD affiliated | Affiliated broker-dealer or bank to another | Apr 4, 2025 | Apr 9, 2025 |
| Andrew Robert Seabough | Hibernia Wealth Partners, LLC independent RIA | Stratos Wealth Partners, Ltd BD affiliated | RIA to affiliated broker-dealer or bank | Mar 7, 2025 | Mar 17, 2025 |
| Chiraag Kirpalani | Northcoast Asset Management LLC independent RIA | Stratos Wealth Partners, Ltd BD affiliated | RIA to affiliated broker-dealer or bank | Mar 5, 2025 | May 22, 2025 (78 d) |
| Mark R Willets | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Stratos Wealth Partners, Ltd BD affiliated | Wirehouse to affiliated broker-dealer or bank | Mar 4, 2025 | Mar 4, 2025 |
| Kevin Leo Friday | Centre For Financial And Retirement Planning Inc. unclassified | Stratos Wealth Partners, Ltd BD affiliated | Other | Feb 22, 2025 | Sep 6, 2024 |
| Michael Zatchey | Osaic Institutions, Inc. BD affiliated | Stratos Wealth Partners, Ltd BD affiliated | Affiliated broker-dealer or bank to another | Feb 18, 2025 | Mar 4, 2025 |
| Ryan Michael Hayes | Rockefeller Capital Management BD affiliated | Stratos Wealth Partners, Ltd BD affiliated | Affiliated broker-dealer or bank to another | Feb 18, 2025 | Mar 24, 2025 (34 d) |
| Philip Herbster | Touchstone Capital, Inc. independent RIA | Stratos Wealth Partners, Ltd BD affiliated | RIA to affiliated broker-dealer or bank | Feb 7, 2025 | Mar 19, 2025 (40 d) |
| Justin Porco | On Investment Management Co BD affiliated | Stratos Wealth Partners, Ltd BD affiliated | Affiliated broker-dealer or bank to another | Jan 3, 2025 | Feb 12, 2025 (40 d) |
| Larry Warren Sills | B. Riley Wealth Advisors, Inc. BD affiliated | Stratos Wealth Partners, Ltd BD affiliated | Affiliated broker-dealer or bank to another | Dec 24, 2024 | Dec 2, 2024 |
| Alexander Philip Bryan | LPL Enterprise, LLC no RAUM | Stratos Wealth Partners, Ltd BD affiliated | Other | Dec 20, 2024 | Jan 17, 2025 |
| Gary Arnold Hannah | Peak Wealth Solutions independent RIA | Stratos Wealth Partners, Ltd BD affiliated | RIA to affiliated broker-dealer or bank | Dec 17, 2024 | Apr 22, 2024 |
| Matthew Brian Summe | UBS Financial Services Inc. wirehouse | Stratos Wealth Partners, Ltd BD affiliated | Wirehouse to affiliated broker-dealer or bank | Dec 6, 2024 | Apr 28, 2025 (143 d) |
| David Albin | Independent Financial Group, LLC BD affiliated | Stratos Wealth Partners, Ltd BD affiliated | Affiliated broker-dealer or bank to another | Nov 29, 2024 | Jan 14, 2025 (46 d) |
| Michelle Vincent Muhammed | Edelman Financial Engines independent RIA | Stratos Wealth Partners, Ltd BD affiliated | RIA to affiliated broker-dealer or bank | Oct 3, 2024 | Sep 6, 2024 |
| Hooman M Omidpanah | Osaic Fa, Inc. BD affiliated | Stratos Wealth Partners, Ltd BD affiliated | Affiliated broker-dealer or bank to another | Sep 24, 2024 | Sep 23, 2024 |
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482 moves match.