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 Investment Group, 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 |
|---|---|---|---|---|---|
| David Dreier | Valmark Advisers, Inc. BD affiliated | Strategic Wealth Investment Group, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 6, 2026 | Aug 3, 2026 |
| Austen Joseph Leninger | Cetera Investment Advisers LLC BD affiliated | Strategic Wealth Investment Group, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 2, 2026 | Mar 27, 2026 |
| Jeanine Morris | Edward Jones national BD | Strategic Wealth Investment Group, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 30, 2025 | Sep 11, 2026 (316 d) |
| Justin Dequan Brown | Capital Investment Advisors, LLC independent RIA | Strategic Wealth Investment Group, LLC independent RIA | RIA to RIA | Aug 19, 2025 | Aug 29, 2025 |
| Aaron Kinsey | Edward Jones national BD | Strategic Wealth Investment Group, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 22, 2025 | Aug 19, 2025 |
| John Luke Robinson | Florida Financial Advisors, LLC BD affiliated | Strategic Wealth Investment Group, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 14, 2025 | Oct 22, 2025 (100 d) |
| Nicholas Tieri | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Strategic Wealth Investment Group, LLC independent RIA | Wirehouse to independent RIA | May 2, 2025 | May 12, 2025 |
| Shawn Robert Harper | Wells Fargo Advisors wirehouse | Strategic Wealth Investment Group, LLC independent RIA | Wirehouse to independent RIA | Feb 27, 2025 | Mar 3, 2025 |
| Rafael De Oliveira | Principal Securities, Inc. BD affiliated | Strategic Wealth Investment Group, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 25, 2025 | Mar 19, 2025 |
| Andrew Seter | Thrivent Investment Management Inc. BD affiliated | Strategic Wealth Investment Group, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 31, 2025 | Feb 5, 2025 |
| Peter Casey Gayle | Pruco Securities, LLC no RAUM | Strategic Wealth Investment Group, LLC independent RIA | Other | Dec 10, 2024 | Oct 16, 2025 (310 d) |
| Quinn Teague | Equitable Advisors, LLC national BD | Strategic Wealth Investment Group, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 19, 2024 | Jan 6, 2025 (48 d) |
| John Mathew Gehri | 9258 Wealth Management, LLC independent RIA | Strategic Wealth Investment Group, LLC independent RIA | RIA to RIA | Jun 14, 2024 | Jun 20, 2024 |
| Chandra Ellen Halverson | Creative Planning Institutional Advisors, LLC institutional | Strategic Wealth Investment Group, LLC independent RIA | Other | Jun 13, 2024 | Feb 24, 2025 (256 d) |
| Grant Robert Sandberg | Newport Group Consulting, LLC institutional | Strategic Wealth Investment Group, LLC independent RIA | Other | May 13, 2024 | May 22, 2024 |
| Caleb Adam Barnett | Fidelity Personal And Workplace Advisors BD affiliated | Strategic Wealth Investment Group, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 19, 2024 | Apr 30, 2024 |
| Thomas Joseph Treshock | Park Avenue Securities LLC BD affiliated | Strategic Wealth Investment Group, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 15, 2024 | Feb 8, 2024 |
| Andrew Blake Janni | Fidelity Personal And Workplace Advisors BD affiliated | Strategic Wealth Investment Group, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 14, 2024 | Feb 29, 2024 |
| Timothy Kamp | Ameriprise Financial Services, LLC national BD | Strategic Wealth Investment Group, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 1, 2023 | Mar 10, 2023 |
| Phillis Sax Pilvinis | Psp Financial Services LLC unclassified | Strategic Wealth Investment Group, LLC independent RIA | Other | Jan 3, 2023 | Apr 26, 2022 |
| Scott Michael Pilvinis | Psp Financial Services LLC unclassified | Strategic Wealth Investment Group, LLC independent RIA | Other | Jan 3, 2023 | Jun 24, 2022 |
| Jason Hyrum Taylor | Fidelity Personal And Workplace Advisors BD affiliated | Strategic Wealth Investment Group, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 16, 2022 | Nov 10, 2022 |
| Garrick Gomez | Wells Fargo Advisors wirehouse | Strategic Wealth Investment Group, LLC independent RIA | Wirehouse to independent RIA | Sep 12, 2022 | Sep 27, 2022 |
| Bradley Venables | Wells Fargo Advisors wirehouse | Strategic Wealth Investment Group, LLC independent RIA | Wirehouse to independent RIA | Aug 10, 2022 | Aug 24, 2022 |
| Spencer Bryzeal | Securian Financial Services, Inc. independent RIA | Strategic Wealth Investment Group, LLC independent RIA | RIA to RIA | Aug 10, 2022 | Sep 13, 2022 (34 d) |
| Jason Barrett Moore | Avantax Advisory Services BD affiliated | Strategic Wealth Investment Group, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 14, 2022 | Jul 6, 2022 |
| Nicholas Patrick Smutney | Pnc Wealth Management BD affiliated | Strategic Wealth Investment Group, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 8, 2022 | Oct 7, 2022 (121 d) |
| Edmund Douglas Robinson | LPL Financial LLC independent RIA | Strategic Wealth Investment Group, LLC independent RIA | RIA to RIA | May 2, 2022 | Mar 18, 2022 |
| Michael L Thompson | MML Investors Services, LLC BD affiliated | Strategic Wealth Investment Group, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 26, 2022 | Aug 8, 2022 (104 d) |
| David Scott Trettel | Prospera Financial Services, Inc. independent RIA | Strategic Wealth Investment Group, LLC independent RIA | RIA to RIA | Apr 20, 2022 | Jun 15, 2022 (56 d) |
| Tyler Mcintyre Walbridge | Vanguard Advisers, Inc. BD affiliated | Strategic Wealth Investment Group, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 30, 2021 | Jan 2, 2025 (1221 d) |
| Nicholas Jon Tolerton | Equitable Advisors, LLC national BD | Strategic Wealth Investment Group, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 21, 2021 | Nov 1, 2021 (133 d) |
| Jonathan Dean Jarboe | Edward Jones national BD | Strategic Wealth Investment Group, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | May 14, 2021 | Jun 4, 2021 |
| Veronica M Gillotte | Aragon Capital LLC independent RIA | Strategic Wealth Investment Group, LLC independent RIA | RIA to RIA | May 12, 2021 | Oct 12, 2021 (153 d) |
| Dillon Matthew Widdows | Fisher Investments independent RIA | Strategic Wealth Investment Group, LLC independent RIA | RIA to RIA | May 5, 2021 | Jan 4, 2022 (244 d) |
| Laura Anne Johnson | Raymond James & Associates, Inc. national BD | Strategic Wealth Investment Group, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 23, 2020 | Dec 23, 2020 |
| Jacob Provart | Fidelity Personal And Workplace Advisors BD affiliated | Strategic Wealth Investment Group, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 30, 2020 | Jan 1, 2025 (1554 d) |
| Cameron Lee Wisley | Ameriprise Financial Services, LLC national BD | Strategic Wealth Investment Group, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 18, 2020 | Feb 19, 2021 (154 d) |
| Allison Marie Gruesbeck | Raymond James & Associates, Inc. national BD | Strategic Wealth Investment Group, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 23, 2019 | Oct 2, 2019 |
| Jonathan Sycamore | Sycamore Wealth Planning unclassified | Strategic Wealth Investment Group, LLC independent RIA | Other | Feb 18, 2019 | Aug 26, 2022 (1285 d) |
| Jason Christopher Vander Pol | U.S. Bancorp Investments, Inc. BD affiliated | Strategic Wealth Investment Group, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 18, 2018 | Jan 18, 2019 (31 d) |
| Michael David Reeves | Global Financial Private Capital, Inc. BD affiliated | Strategic Wealth Investment Group, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 23, 2018 | May 31, 2022 (1316 d) |
| Matthew James Dicken | Aspen Financial Management, Inc. other | Strategic Wealth Investment Group, LLC independent RIA | Other | Jan 2, 2013 | Jan 24, 2024 (4039 d) |
| James Matthew Jones | MML Investors Services, LLC other | Strategic Wealth Investment Group, LLC independent RIA | Other | Sep 6, 2006 | Jun 16, 2023 (6127 d) |
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44 moves match.