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
Anita Tierra Niefeldt
Certified Financial Planner
Feed of 09/15/2026
Also filed as Anita Smith
At current firm
2 y
since Sep 4, 2024
In the industry
19 y
since Jul 3, 2007 (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
S63, S66
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Victory Financial independent RIA currentsince Sep 4, 2024 · Austin, Tx
- Fidelity Personal And Workplace Advisors formerJul 13, 2018 to Sep 7, 2024 · Boston, Ma
- Strategic Advisers LLC national BDNov 18, 2016 to Jul 13, 2018 · Austin, Tx
- Charles Schwab & Co., Inc. national BDJun 10, 2013 to Nov 16, 2016 · Stamford, Ct
Moves
a registration end followed by a registration begin elsewhere
- Fidelity Personal And Workplace Advisors to Victory Financialleft Sep 7, 2024, registered Sep 4, 2024 (-3 days) · Affiliated broker-dealer or bank to independent RIA
- Strategic Advisers LLC to Fidelity Personal And Workplace Advisorsleft Jul 13, 2018, registered Jul 13, 2018 (0 days) · corporate re-registration, not a move
- Charles Schwab & Co., Inc. to Strategic Advisers LLCleft Nov 16, 2016, registered Nov 18, 2016 (2 days) · Affiliated broker-dealer or bank to another
Signals
- Anita Tierra Niefeldt left Fidelity Personal And Workplace Advisors for Victory Financial (registered 2024-09-04)Sep 7, 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
- Independent wealth managerderived
- Years in industry
- 19derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address