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 Stride Investments, 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.

AdvisorFromToTypeLeftRegistered
Joseph Michael BianchiFisher Investments independent RIAStride Investments, LLC independent RIARIA to RIADec 16, 2025Jan 6, 2026
Maxwell Addison RinnGoldstone Financial Group, LLC independent RIAStride Investments, LLC independent RIARIA to RIANov 18, 2024Feb 19, 2025 (93 d)
Daniel I CarrollEdward Jones national BDStride Investments, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJan 20, 2023Mar 21, 2023 (60 d)
Charles Richard VietzenFirst Command Advisory Services BD affiliatedStride Investments, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJul 22, 2022Sep 22, 2022 (62 d)
Page 1 of 1
4 moves match.