DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at VANDALIA WEALTH
Asheville, NC | CHARLESTON, WV
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| VANDALIA WEALTH | Independent wealth | Apr 30, 2026 | n/a | yes | CHARLESTON, WV|Asheville, NC | Current employment |
| FORVIS MAZARS WEALTH ADVISORS, LLC | Independent wealth | Jun 1, 2022 | Apr 7, 2026 | no | Asheville, NC|SPRINGFIELD, MO|Asheville, NC | Previous registration |
| DIXON HUGHES GOODMAN WEALTH ADVISORS LLC | Former SEC adviser | Jan 3, 2017 | Aug 24, 2022 | no | ASHEVILLE, NC | Previous registration |
| DIXON HUGHES GOODMAN WEALTH ADVISORS LLC | Former SEC adviser | Aug 10, 2012 | Dec 31, 2016 | no | ASHEVILLE, NC | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| FORVIS MAZARS WEALTH ADVISORS, LLC | VANDALIA WEALTH | Apr 7, 2026 | Apr 30, 2026 | 23 | Firm change | RIA to new firm |
| DIXON HUGHES GOODMAN WEALTH ADVISORS LLC | FORVIS MAZARS WEALTH ADVISORS, LLC | Aug 24, 2022 | Jun 1, 2022 | -84 | Firm change after gap | RIA to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 109279:110905:NC:2022-08-24 | Aug 24, 2022 | Jun 1, 2022 | ASHEVILLE, NC | Firm change after gap |