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 Portfolio Solutions, 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 |
|---|---|---|---|---|---|
| Charles Ashley Johnson | Holland Investment Management, Inc. other | Strategic Portfolio Solutions, LLC independent RIA | Other | Aug 5, 2024 | Aug 15, 2024 |
| Kristen N Hilty | Belpointe Asset Management LLC independent RIA | Strategic Portfolio Solutions, LLC independent RIA | RIA to RIA | Jan 2, 2024 | Feb 16, 2024 (45 d) |
| Nancy A Hetrick | Financial Life Planners independent RIA | Strategic Portfolio Solutions, LLC independent RIA | RIA to RIA | Oct 23, 2023 | Jan 16, 2024 (85 d) |
| Stephen Robert Jenkins | Horter Investment Management, LLC independent RIA | Strategic Portfolio Solutions, LLC independent RIA | RIA to RIA | Aug 5, 2022 | Aug 11, 2022 |
| Robert Andrew Aikey | Mcelhenny Sheffield Capital Management, LLC other | Strategic Portfolio Solutions, LLC independent RIA | Other | May 2, 2014 | May 21, 2014 |
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5 moves match.