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 Group

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
Mark Ian MagnusonVantage Point Wealth Management independent RIAStrategic Wealth Group independent RIARIA to RIAOct 29, 2025May 28, 2025
Daniel Lee SigurdsonFocus Financial independent RIAStrategic Wealth Group independent RIARIA to RIAOct 2, 2025Oct 1, 2025
Benjamin Daniel OllilaThrivent Investment Management Inc. BD affiliatedStrategic Wealth Group independent RIAAffiliated broker-dealer or bank to independent RIAMay 2, 2025May 1, 2025
Michael George TrudeauThrivent Investment Management Inc. BD affiliatedStrategic Wealth Group independent RIAAffiliated broker-dealer or bank to independent RIAMay 2, 2025May 1, 2025
Matthew John MerrickThrivent Investment Management Inc. BD affiliatedStrategic Wealth Group independent RIAAffiliated broker-dealer or bank to independent RIAMay 2, 2025May 1, 2025
Benjamin John PrchalThrivent Investment Management Inc. BD affiliatedStrategic Wealth Group independent RIAAffiliated broker-dealer or bank to independent RIAMay 2, 2025May 1, 2025
Charles Robert HutchinsonStrategic Advisers LLC national BDStrategic Wealth Group independent RIAAffiliated broker-dealer or bank to independent RIAApr 8, 2025Apr 14, 2025
Nicholas William DavidsonPark Avenue Securities LLC BD affiliatedStrategic Wealth Group independent RIAAffiliated broker-dealer or bank to independent RIANov 4, 2024Oct 28, 2024
Kadee I WatkinsLPL Financial LLC BD affiliatedStrategic Wealth Group independent RIAAffiliated broker-dealer or bank to independent RIAAug 4, 2023Aug 9, 2023
John William LindbergMML Investors Services, LLC BD affiliatedStrategic Wealth Group independent RIAAffiliated broker-dealer or bank to independent RIAJan 10, 2023Jan 6, 2023
Robert Troy LandgrafChoreo, LLC independent RIAStrategic Wealth Group independent RIARIA to RIAFeb 2, 2022Feb 24, 2022
Tyler James KuskeEdward Jones national BDStrategic Wealth Group independent RIAAffiliated broker-dealer or bank to independent RIANov 18, 2019Nov 19, 2019
Christopher James HamiltonMML Investors Services, LLC BD affiliatedStrategic Wealth Group independent RIAAffiliated broker-dealer or bank to independent RIANov 7, 2019Nov 8, 2019
John Peter DittrichDb Advisors state registeredStrategic Wealth Group independent RIAOtherOct 11, 2018Oct 16, 2018
Christopher Wayne GerberLPL Financial LLC independent RIAStrategic Wealth Group independent RIARIA to RIAAug 24, 2018Apr 19, 2018
Tamela Jean SperrEdward Jones national BDStrategic Wealth Group independent RIAAffiliated broker-dealer or bank to independent RIANov 20, 2017Nov 28, 2017
George William MulweeCetera Advisors LLC otherStrategic Wealth Group otherOtherJul 26, 2017Aug 4, 2017
Nathan Allen RichterGreat Valley Advisor Group, LLC otherStrategic Wealth Group otherOtherMay 1, 2017May 5, 2017
Matthew A. PetersonGreat Valley Advisor Group, LLC otherStrategic Wealth Group otherOtherMay 1, 2017May 8, 2017
Scott Lee SchneidermannNext Financial Group, Inc. otherStrategic Wealth Group otherOtherApr 10, 2017Apr 26, 2017
Jon Thomas KattkeTradition Wealth Management LLC otherStrategic Wealth Group otherOtherFeb 17, 2017Mar 1, 2017
Nathaniel Hvid RunningCetera Advisors LLC otherStrategic Wealth Group no RAUMOtherAug 11, 2016Aug 11, 2016
Paul Stephan BurmeisterCetera Advisors LLC otherStrategic Wealth Group no RAUMOtherAug 10, 2016Aug 11, 2016
Tyler David HirthCetera Advisors LLC otherStrategic Wealth Group no RAUMOtherAug 10, 2016Aug 11, 2016
Jonathan David RienstraCetera Advisors LLC otherStrategic Wealth Group no RAUMOtherAug 8, 2016Aug 11, 2016
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25 moves match.