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
Jozsef Nandor Szadvari III
Feed of 09/14/2026
Also filed as Jozsef Nandor Szadvari
At current firm
1 y
since Aug 7, 2025
In the industry
18 y
since Oct 31, 2007 (earliest exam, job or registration)
Prior registered firms
5
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S65, 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
- Northwest Financial Advisors LLC independent RIA currentsince Aug 7, 2025 · Herndon, Va
- Pnc Wealth Management BD affiliatedFeb 5, 2018 to Aug 6, 2025 · Bristow, Va
- Dominion Financial Consultants, LLC state registeredMar 22, 2017 to Sep 8, 2017 · Locust Grove, Va
- Pnc Wealth Management BD affiliatedJan 12, 2012 to Mar 7, 2017 · Fredericksburg, Va
- Wells Fargo Advisors wirehouseJun 2, 2011 to Dec 19, 2011 · Locust Grove, Va
- Wells Fargo Advisors wirehouseFeb 12, 2008 to May 3, 2010 · Richmond, Va
Moves
a registration end followed by a registration begin elsewhere
- Pnc Wealth Management to Northwest Financial Advisors LLCleft Aug 6, 2025, registered Aug 7, 2025 (1 days) · Affiliated broker-dealer or bank to independent RIA
- Dominion Financial Consultants, LLC to Pnc Wealth Managementleft Sep 8, 2017, registered Feb 5, 2018 (150 days) · Other
- Pnc Wealth Management to Dominion Financial Consultants, LLCleft Mar 7, 2017, registered Mar 22, 2017 (15 days) · Other
- Wells Fargo Advisors to Pnc Wealth Managementleft Dec 19, 2011, registered Jan 12, 2012 (24 days) · Other
Signals
- Jozsef Nandor Szadvari Iii left Pnc Wealth Management for Northwest Financial Advisors Llc (registered 2025-08-07)Aug 6, 2025 · 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
- 18derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address