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 Strive Asset Management
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 |
|---|---|---|---|---|---|
| Gary Keith Dorfman | One Capital Management, LLC independent RIA | Strive Asset Management asset manager | Other | Nov 5, 2024 | Dec 13, 2024 (38 d) |
| Benjamin Anthony Menconi | Northern Trust Investments, Incorporated asset manager | Strive Asset Management asset manager | Other | Aug 23, 2022 | Jan 5, 2023 (135 d) |
| John Desmond Bell | J.P. Morgan Securities LLC wirehouse | Strive Asset Management asset manager | Other | Aug 3, 2022 | Nov 9, 2023 (463 d) |
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3 moves match.