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
Izabela Urszula Sadeghi
Feed of 09/17/2026
Also filed as Isabel Urszula Gorski
At current firm
0 y
since Sep 17, 2026
In the industry
24 y
since Mar 30, 2002 (earliest exam, job or registration)
Prior registered firms
2
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
1
dated events on this person
Registration history
IAPD current and previous registrations
- Transamerica Asset Management, Inc. asset manager currentsince Sep 17, 2026 · Denver, Co
- Charles Schwab & Co., Inc. national BDSep 4, 2014 to Jul 7, 2026 · Englewood, Co
- Alps Advisors, Inc. asset managerJan 6, 2009 to Aug 13, 2014 · Denver, Co
Moves
a registration end followed by a registration begin elsewhere
- Charles Schwab & Co., Inc. to Transamerica Asset Management, Inc.left Jul 7, 2026, registered Sep 17, 2026 (72 days) · Other
- Alps Advisors, Inc. to Charles Schwab & Co., Inc.left Aug 13, 2014, registered Sep 4, 2014 (22 days) · Other
Signals
- Izabela Urszula Sadeghi registered as an investment adviser representative at Transamerica Asset Management, Inc.Sep 17, 2026 · Advisor registered · 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
- Asset manager (funds and pooled vehicles)derived
- Years in industry
- 24derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address