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
Victor Gabriel Boltniew
Feed of 09/14/2026
Also filed as Victor Gabriel Boltniew
At current firm
0 y
since Oct 21, 2025
In the industry
32 y
since Sep 1, 1994 (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
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Solid Rock Investment Advisory LLC state registered currentsince Oct 21, 2025 · Cleveland, Tn
- Capital Retirement Planning, LLC state registeredMay 4, 2017 to Oct 20, 2025 · Cleveland, Tn
- Cg Advisory Services independent RIAOct 11, 2012 to May 12, 2017 · Cleveland, Tn
- American Investment Services formerSep 24, 2009 to Dec 31, 2012 · Cleveland, Tn
- Envision Investment Advisors, LLC unclassifiedJan 8, 2009 to Mar 13, 2009 · Cleveland, Tn
- Envision Investment Advisors, LLC unclassifiedFeb 13, 2008 to Dec 31, 2008 · Cleveland, Tn
Moves
a registration end followed by a registration begin elsewhere
- Capital Retirement Planning, LLC to Solid Rock Investment Advisory LLCleft Oct 20, 2025, registered Oct 21, 2025 (1 days) · Other
- Cg Advisory Services to Capital Retirement Planning, LLCleft May 12, 2017, registered May 4, 2017 (-8 days) · Other
- American Investment Services to Cg Advisory Servicesleft Dec 31, 2012, registered Oct 11, 2012 (-81 days) · Other
- Envision Investment Advisors, LLC to American Investment Servicesleft Mar 13, 2009, registered Sep 24, 2009 (195 days) · Other
Signals
- Victor Gabriel Boltniew left Capital Retirement Planning, Llc for Solid Rock Investment Advisory Llc (registered 2025-10-21)Oct 20, 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
- STATE REGISTEREDderived
- Years in industry
- 32derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address