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

Tiiffany Mah Maclean

Svb Asset ManagementotherNorth Wales, Padual registrantIAPD 4623327

Feed of 09/14/2026

Also filed as Tiffany Bao-Ping Feng

At current firm

1 y

since Aug 15, 2025

In the industry

21 y

since Sep 23, 2004 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Svb Asset Management other current
since Aug 15, 2025 · North Wales, Pa
Cadaret Grant & Co Inc former
Jan 29, 2025 to Jun 11, 2025 · Syracuse, Ny
Hornor, Townsend & Kent, LLC independent RIA
Mar 25, 2014 to Nov 27, 2024 · Conshohocken, Pa
Valley Forge Asset Management, LLC former
Nov 5, 2009 to Jan 9, 2014 · King Of Prussia, Pa
Fsc Securities Corporation former
Jan 8, 2008 to Nov 4, 2009 · Langhorne, Pa
Securities America Advisors, Inc. former
Oct 13, 2005 to Jan 7, 2008 · Langhorne, Pa
Ameriprise Financial Services, LLC national BD
Sep 24, 2004 to Oct 14, 2005 · Yardley, Pa

Moves

a registration end followed by a registration begin elsewhere

Cadaret Grant & Co Inc to Svb Asset Management
left Jun 11, 2025, registered Aug 15, 2025 (65 days) · Other
Hornor, Townsend & Kent, LLC to Cadaret Grant & Co Inc
left Nov 27, 2024, registered Jan 29, 2025 (63 days) · Affiliated broker-dealer or bank to another
Valley Forge Asset Management, LLC to Hornor, Townsend & Kent, LLC
left Jan 9, 2014, registered Mar 25, 2014 (75 days) · Other
Fsc Securities Corporation to Valley Forge Asset Management, LLC
left Nov 4, 2009, registered Nov 5, 2009 (1 days) · Other
Securities America Advisors, Inc. to Fsc Securities Corporation
left Jan 7, 2008, registered Jan 8, 2008 (1 days) · Other
Ameriprise Financial Services, LLC to Securities America Advisors, Inc.
left Oct 14, 2005, registered Oct 13, 2005 (-1 days) · Other

Signals

Tiiffany Mah Maclean left Cadaret Grant & Co Inc for Svb Asset Management (registered 2025-08-15)
Jun 11, 2025 · Advisor changed firm · fact
Tiiffany Mah Maclean left Hornor, Townsend & Kent, Llc for Cadaret Grant & Co Inc (registered 2025-01-29)
Nov 27, 2024 · 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: Other adviserderived
Years in industry: 21derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address