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 Financial Group, 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 |
|---|---|---|---|---|---|
| Thomas Gregory Rueckl | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Strive Financial Group, LLC independent RIA | Wirehouse to independent RIA | Mar 15, 2026 | Mar 31, 2026 |
| Logan George Rueckl | Morgan Stanley wirehouse | Strive Financial Group, LLC independent RIA | Wirehouse to independent RIA | Mar 9, 2026 | Apr 8, 2026 |
| Sandesh Arles | Elevated Financial Group independent RIA | Strive Financial Group, LLC independent RIA | RIA to RIA | Feb 19, 2026 | Apr 30, 2026 (70 d) |
| Hayley Odelia Lenz | LPL Financial LLC BD affiliated | Strive Financial Group, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 28, 2026 | Feb 5, 2026 |
| Sandesh Arles | Valeo Financial Advisors, LLC independent RIA | Strive Financial Group, LLC independent RIA | RIA to RIA | Nov 19, 2025 | Dec 16, 2025 |
| Gregory Thomas Freeman | Wellington Wealth Strategies, LLC independent RIA | Strive Financial Group, LLC no RAUM | RIA to a newly registered adviser | Dec 31, 2024 | Oct 30, 2024 |
| Joseph Thomas Hillman | Wellington Wealth Strategies, LLC independent RIA | Strive Financial Group, LLC no RAUM | RIA to a newly registered adviser | Dec 31, 2024 | Oct 30, 2024 |
| Ross Joseph Douglas Gaddy | Wellington Wealth Strategies, LLC independent RIA | Strive Financial Group, LLC no RAUM | RIA to a newly registered adviser | Dec 31, 2024 | Oct 30, 2024 |
| Joshua Michael Damore | Wellington Wealth Strategies, LLC independent RIA | Strive Financial Group, LLC no RAUM | RIA to a newly registered adviser | Dec 31, 2024 | Oct 30, 2024 |
| Christopher Bryon Bauchle | Wellington Wealth Strategies, LLC independent RIA | Strive Financial Group, LLC no RAUM | RIA to a newly registered adviser | Dec 31, 2024 | Oct 30, 2024 |
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10 moves match.