DFX Intelligence
RIA Intelligence
Advisor moves
Arrivals at Strategic Asset Management 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 |
|---|---|---|---|---|---|
| Kristen Marie Mueller | Solidity Financial LLC state registered | Strategic Asset Management LLC. independent RIA | Other | Jan 5, 2026 | Jan 6, 2026 |
| John L Shockey | Independent Solutions Wealth Management, LLC independent RIA | Strategic Asset Management LLC. independent RIA | RIA to RIA | Nov 26, 2025 | Apr 23, 2026 (148 d) |
| Jonathan Paul Horick | M Holdings Securities, Inc. BD affiliated | Strategic Asset Management LLC. independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 15, 2025 | Jul 7, 2025 |
| Nathan Andrew Lovik | Star Capital Inc. independent RIA | Strategic Asset Management LLC. independent RIA | RIA to RIA | Mar 29, 2023 | Feb 5, 2020 |
| David J Willeumier | Rda Financial Network independent RIA | Strategic Asset Management LLC. independent RIA | RIA to RIA | Mar 10, 2021 | Mar 10, 2021 |
| Wade Michael Johnson | Star Capital Inc. independent RIA | Strategic Asset Management LLC. independent RIA | RIA to RIA | Dec 31, 2020 | Jan 4, 2021 |
| David Lester Darner | Rda Financial Network independent RIA | Strategic Asset Management LLC. independent RIA | RIA to RIA | Nov 20, 2020 | Oct 27, 2020 |
| Susan Marshall Mims | Rda Financial Network independent RIA | Strategic Asset Management LLC. independent RIA | RIA to RIA | Oct 5, 2020 | Oct 5, 2020 |
| Monica Rae Mims | Rda Financial Network independent RIA | Strategic Asset Management LLC. independent RIA | RIA to RIA | Oct 5, 2020 | Jan 4, 2021 (91 d) |
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9 moves match.