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
Leslie Ann Valant
Feed of 09/15/2026
Also filed as Leslie Ann Valant
At current firm
7 y
since Jun 14, 2019
In the industry
16 y
since Oct 1, 2009 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- J. W. Cole Advisors, Inc. BD affiliated currentsince Jun 14, 2019 · Key West, Fl
- Intelligence Driven Advisers, LLC independent RIAJan 3, 2019 to Jun 11, 2019 · Big Pine Key, Fl
- Labrum Wealth Management, LLC formerApr 7, 2017 to Mar 1, 2019 · Summerland Key, Fl
- Edward Jones national BDDec 16, 2009 to Mar 24, 2017 · Big Pine Key, Fl
Moves
a registration end followed by a registration begin elsewhere
- Intelligence Driven Advisers, LLC to J. W. Cole Advisors, Inc.left Jun 11, 2019, registered Jun 14, 2019 (3 days) · RIA to affiliated broker-dealer or bank
- Labrum Wealth Management, LLC to Intelligence Driven Advisers, LLCleft Mar 1, 2019, registered Jan 3, 2019 (-57 days) · RIA to a newly registered adviser · moved with a team
- Edward Jones to Labrum Wealth Management, LLCleft Mar 24, 2017, registered Apr 7, 2017 (14 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
- 16derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address