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
Angie D Trandai
Certified Financial Planner
Feed of 09/15/2026
At current firm
0 y
since Feb 13, 2026
In the industry
28 y
since Jan 1, 1998 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S63
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Creativeone Securities, LLC BD affiliated currentsince Feb 13, 2026 · Orlando, Fl
- Integrity Alliance, LLC BD affiliatedMar 8, 2013 to Feb 18, 2026 · Urbandale, Ia
- Charter Advisory Corporation independent RIAOct 1, 2009 to Mar 12, 2013 · West Chester, Oh
- LPL Financial LLC BD affiliatedSep 8, 2009 to Sep 22, 2009 · West Chester, Oh
- Mutual Service Corporation unclassifiedSep 21, 2000 to Sep 8, 2009 · Boston, Ma
Moves
a registration end followed by a registration begin elsewhere
- Integrity Alliance, LLC to Creativeone Securities, LLCleft Feb 18, 2026, registered Feb 13, 2026 (-5 days) · Affiliated broker-dealer or bank to another · moved with a team
- Charter Advisory Corporation to Integrity Alliance, LLCleft Mar 12, 2013, registered Mar 8, 2013 (-4 days) · Other
- LPL Financial LLC to Charter Advisory Corporationleft Sep 22, 2009, registered Oct 1, 2009 (9 days) · Other
- Mutual Service Corporation to LPL Financial LLCleft Sep 8, 2009, registered Sep 8, 2009 (0 days) · corporate re-registration, not a move
Signals
- Angie D Trandai left Integrity Alliance, Llc for Creativeone Securities, Llc (registered 2026-02-13)Feb 18, 2026 · 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
- 28derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address