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.
Registered advisor
Alona Weissberg Anspach
Certified Financial Planner
Feed of 09/14/2026
Also filed as Alona Weissberg
At current firm
5 y
since Dec 21, 2020
In the industry
39 y
since Jul 10, 1987 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Iht Wealth Management LLC BD affiliated currentsince Dec 21, 2020 · Chicago, Il
- Sheridan Road Advisors, LLC, A Hub International Company formerAug 14, 2018 to Dec 31, 2020 · Northbrook, Il
- Independent Financial Partners BD affiliatedJun 20, 2011 to Jan 7, 2019 · Northbrook, Il
- Equitable Advisors, LLC national BDJan 21, 2003 to Jun 23, 2011 · Northbrook, Il
- Alona W. Sussman & Associates unclassifiedJul 20, 1998 to Dec 31, 2002 · Lincolnwood, Il
Moves
a registration end followed by a registration begin elsewhere
- Sheridan Road Advisors, LLC, A Hub International Company to Iht Wealth Management LLCleft Dec 31, 2020, registered Dec 21, 2020 (-10 days) · Other · moved with a team
- Independent Financial Partners to Sheridan Road Advisors, LLC, A Hub International Companyleft Jan 7, 2019, registered Aug 14, 2018 (-146 days) · Affiliated broker-dealer or bank to a newly registered adviser · moved with a team
- Equitable Advisors, LLC to Independent Financial Partnersleft Jun 23, 2011, registered Jun 20, 2011 (-3 days) · Other
- Alona W. Sussman & Associates to Equitable Advisors, LLCleft Dec 31, 2002, registered Jan 21, 2003 (21 days) · Other
Signals
No dated event on this person.
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 39derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address