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 Blueprint, 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
Ashley Lynn ReiterMerino Wealth Management state registeredStrategic Blueprint, LLC independent RIAOtherNov 3, 2025Sep 16, 2025
Barry M ShapiroCommonwealth Financial Network national BDStrategic Blueprint, LLC independent RIAAffiliated broker-dealer or bank to independent RIAAug 19, 2025Aug 18, 2025
Matthew J StephensOsaic Advisory Services, LLC BD affiliatedStrategic Blueprint, LLC independent RIAAffiliated broker-dealer or bank to independent RIAFeb 18, 2025Feb 12, 2025
Karen Ann WalshOsaic Advisory Services, LLC BD affiliatedStrategic Blueprint, LLC independent RIAAffiliated broker-dealer or bank to independent RIAFeb 12, 2025Feb 12, 2025
Robert John WheelerOsaic Advisory Services, LLC BD affiliatedStrategic Blueprint, LLC independent RIAAffiliated broker-dealer or bank to independent RIAFeb 12, 2025Feb 17, 2025
Kathryn Joan OswaldOsaic Advisory Services, LLC BD affiliatedStrategic Blueprint, LLC independent RIAAffiliated broker-dealer or bank to independent RIAFeb 12, 2025Feb 12, 2025
Brandon Wyatt HainesOsaic Advisory Services, LLC BD affiliatedStrategic Blueprint, LLC independent RIAAffiliated broker-dealer or bank to independent RIAFeb 12, 2025Feb 12, 2025
Robert Warren HammOsaic Advisory Services, LLC BD affiliatedStrategic Blueprint, LLC independent RIAAffiliated broker-dealer or bank to independent RIAOct 5, 2024Oct 1, 2024
Judah D MarguliesThe Strategic Financial Alliance BD affiliatedStrategic Blueprint, LLC independent RIAAffiliated broker-dealer or bank to independent RIASep 5, 2024Jan 22, 2021
William Bradley HelmsCapital Investment Advisory Services, LLC BD affiliatedStrategic Blueprint, LLC independent RIAAffiliated broker-dealer or bank to independent RIAMay 8, 2024May 17, 2024
Sean Brian SmithThe Strategic Financial Alliance BD affiliatedStrategic Blueprint, LLC independent RIAAffiliated broker-dealer or bank to independent RIAMay 7, 2024Jul 17, 2023
Caroline Madolyn AinsworthWells Fargo Advisors wirehouseStrategic Blueprint, LLC independent RIAWirehouse to independent RIAJun 30, 2023Feb 29, 2024 (244 d)
David Comings WhitmoreThe Strategic Financial Alliance BD affiliatedStrategic Blueprint, LLC independent RIAAffiliated broker-dealer or bank to independent RIADec 22, 2022Jun 14, 2023 (174 d)
Matthew Daniel GoodwinPeachcap Tax & Advisory, LLC independent RIAStrategic Blueprint, LLC independent RIARIA to RIAJul 27, 2022Jul 19, 2022
David Jeffrey ArmbrusterInvestment Advisor Group independent RIAStrategic Blueprint, LLC independent RIARIA to RIAApr 15, 2022Apr 1, 2022
Salvatore PiccialloLPL Financial LLC BD affiliatedStrategic Blueprint, LLC independent RIAAffiliated broker-dealer or bank to independent RIADec 17, 2021Nov 22, 2021
Gregory HanftCi Brightworth Private Wealth independent RIAStrategic Blueprint, LLC independent RIARIA to RIANov 12, 2021Nov 8, 2023 (726 d)
Kevin John EbbinkCompass Financial Services, Inc. unclassifiedStrategic Blueprint, LLC independent RIAOtherSep 7, 2021Aug 4, 2021
Adam Bradley RosierAmeriprise Financial Services, LLC national BDStrategic Blueprint, LLC independent RIAAffiliated broker-dealer or bank to independent RIAMay 26, 2021Jan 7, 2025 (1322 d)
David Comings WhitmoreBuckman Advisory Group LLC independent RIAStrategic Blueprint, LLC independent RIARIA to RIAMay 5, 2021May 18, 2021
Terry Doyle BuskirkUsadvisors Wealth Management, LLC independent RIAStrategic Blueprint, LLC independent RIARIA to RIAOct 9, 2020Oct 14, 2020
Lane SchulzUsadvisors Wealth Management, LLC independent RIAStrategic Blueprint, LLC independent RIARIA to RIAOct 9, 2020Oct 14, 2020
Coleman Troy BenkoLPL Financial LLC BD affiliatedStrategic Blueprint, LLC independent RIAAffiliated broker-dealer or bank to independent RIAOct 1, 2020Sep 18, 2020
Erica Rohlfing LyallAvid Wealth Management, LLC unclassifiedStrategic Blueprint, LLC independent RIAOtherSep 25, 2020Oct 19, 2020
Roger Eugene WoodruffArbor Point Advisors BD affiliatedStrategic Blueprint, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJun 8, 2020Mar 18, 2024 (1379 d)
Rebecca Roseanne AbelAmeriprise Financial Services, LLC national BDStrategic Blueprint, LLC independent RIAAffiliated broker-dealer or bank to independent RIAFeb 12, 2020Feb 3, 2020
Brian Michael LehnerBfc Planning, Inc. BD affiliatedStrategic Blueprint, LLC independent RIAAffiliated broker-dealer or bank to independent RIASep 16, 2019Sep 13, 2019
Amy Jo ShopeBfc Planning, Inc. BD affiliatedStrategic Blueprint, LLC independent RIAAffiliated broker-dealer or bank to independent RIASep 13, 2019Sep 13, 2019
Michelle Rene PommeranzBfc Planning, Inc. BD affiliatedStrategic Blueprint, LLC independent RIAAffiliated broker-dealer or bank to independent RIASep 13, 2019Sep 13, 2019
Gregory David PittengerThe Strategic Financial Alliance BD affiliatedStrategic Blueprint, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJul 22, 2019Jul 9, 2019
Timothy Marshal ConradMonsour Advisory Services, Inc. state registeredStrategic Blueprint, LLC independent RIAOtherFeb 22, 2018Oct 6, 2023 (2052 d)
Melissa BunsonAmeriprise Financial Services, LLC national BDStrategic Blueprint, LLC independent RIAAffiliated broker-dealer or bank to independent RIAApr 3, 2017Jan 13, 2021 (1381 d)
Ashley MaddenConcourse Financial Group Advisors otherStrategic Blueprint, LLC independent RIAOtherOct 12, 2016Dec 6, 2018 (785 d)
Julius Steven HutchinsonFirst Allied Advisory Services, Inc. otherStrategic Blueprint, LLC no RAUMOtherMay 11, 2016Aug 11, 2017 (457 d)
Todd Randall WalkerFirst Allied Advisory Services, Inc. otherStrategic Blueprint, LLC no RAUMOtherDec 24, 2015Aug 11, 2017 (596 d)
Julie Ann SullivanAdvisory Services Network otherStrategic Blueprint, LLC independent RIAOtherDec 23, 2013Apr 1, 2021 (2656 d)
Scott Huneycutt LevyMML Investors Services, LLC otherStrategic Blueprint, LLC independent RIAOtherSep 10, 2012Jan 22, 2021 (3056 d)
Warren Dean PrehmusIfg Advisory Services Inc unclassifiedStrategic Blueprint, LLC independent RIAOtherNov 22, 2003Jan 13, 2021 (6262 d)
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38 moves match.