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

Nancy Agaiby

Missionsquare RetirementBD affiliatedWashington, Dc dual registrantIAPD 2531916

Feed of 09/15/2026

Also filed as Nancy Abdallah

At current firm

2 y

since Mar 19, 2024

In the industry

31 y

since Jan 27, 1995 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Missionsquare Retirement BD affiliated current
since Mar 19, 2024 · Washington, Dc
Voya Financial Advisors, Inc. BD affiliated
May 21, 2018 to Aug 7, 2023 · Carson City, Nv
Strategic Advisers LLC national BD
Aug 13, 2004 to Apr 26, 2018 · Palo Alto, Ca
Wells Fargo Investments, LLC unclassified
Oct 31, 2003 to Jul 28, 2004 · Redwood City, Ca
Quick & Reilly, Inc. unclassified
Nov 21, 2002 to May 12, 2003 · San Jose, Ca

Moves

a registration end followed by a registration begin elsewhere

Voya Financial Advisors, Inc. to Missionsquare Retirement
left Aug 7, 2023, registered Mar 19, 2024 (225 days) · Other
Strategic Advisers LLC to Voya Financial Advisors, Inc.
left Apr 26, 2018, registered May 21, 2018 (25 days) · Affiliated broker-dealer or bank to another
Wells Fargo Investments, LLC to Strategic Advisers LLC
left Jul 28, 2004, registered Aug 13, 2004 (16 days) · Other
Quick & Reilly, Inc. to Wells Fargo Investments, LLC
left May 12, 2003, registered Oct 31, 2003 (172 days) · Other

Signals

Nancy Agaiby left Voya Financial Advisors, Inc. for Missionsquare Retirement (registered 2024-03-19)
Aug 7, 2023 · Advisor changed firm · fact

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: 31derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address