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 Journey Strategic Wealth 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 |
|---|---|---|---|---|---|
| Ted Eric Albrecht | LPL Financial LLC BD affiliated | Journey Strategic Wealth LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 6, 2024 | Aug 5, 2024 |
| Michael Dennis Labarbera | LPL Financial LLC BD affiliated | Journey Strategic Wealth LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 5, 2024 | Aug 5, 2024 |
| Chad Faulkenberry | Schwab Wealth Advisory, Inc. no RAUM | Journey Strategic Wealth LLC independent RIA | Other | Jun 13, 2024 | Jan 14, 2025 (215 d) |
| Kerry Jean Meath-Sinkin | Cetera Investment Advisers LLC BD affiliated | Journey Strategic Wealth LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 19, 2024 | Mar 18, 2024 |
| Kathleen Barlow | Raymond James Financial Services Advisors, Inc BD affiliated | Journey Strategic Wealth LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 25, 2022 | Oct 4, 2022 |
| Angela Pridgen Lessor | Onepoint Bfg Wealth Partners independent RIA | Journey Strategic Wealth LLC independent RIA | RIA to RIA | Oct 11, 2022 | Sep 30, 2022 |
| Laurie Mckee Adams | Eagle Strategies LLC BD affiliated | Journey Strategic Wealth LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 16, 2022 | Sep 13, 2022 |
| Jill Elaine Isbell | Origin Investment Advisory LLC independent RIA | Journey Strategic Wealth LLC independent RIA | RIA to RIA | Aug 5, 2022 | Sep 20, 2024 (777 d) |
| John B Solik | Morgan Stanley wirehouse | Journey Strategic Wealth LLC independent RIA | Wirehouse to independent RIA | Feb 24, 2022 | Apr 4, 2022 (39 d) |
| Kevin Douglas Rinow | Northwestern Mutual Investment Services,LLC no RAUM | Journey Strategic Wealth LLC no RAUM | Other | Mar 29, 2021 | Mar 29, 2021 |
| Mark E Lebida | Avestar Capital, LLC independent RIA | Journey Strategic Wealth LLC independent RIA | RIA to RIA | Feb 17, 2021 | Apr 2, 2021 (44 d) |
| Caitlin M West | Fidelity Personal And Workplace Advisors BD affiliated | Journey Strategic Wealth LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Mar 6, 2019 | Mar 24, 2021 (749 d) |
| Brian R Flynn | Dynasty Wealth Management, LLC independent RIA | Journey Strategic Wealth LLC no RAUM | RIA to a newly registered adviser | Dec 19, 2018 | Jan 20, 2021 (763 d) |
| Michael Charles Brown | Dynasty Wealth Management, LLC independent RIA | Journey Strategic Wealth LLC no RAUM | RIA to a newly registered adviser | Dec 19, 2018 | Jan 25, 2021 (768 d) |
| Kristin Adelson Bartlow | Northwestern Mutual Investment Services,LLC no RAUM | Journey Strategic Wealth LLC no RAUM | Other | Sep 14, 2016 | Mar 29, 2021 (1657 d) |
Page 1 of 1
15 moves match.