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
Val Janschutz
Feed of 09/14/2026
Also filed as Val Janschutz
At current firm
2 y
since Apr 2, 2024
In the industry
14 y
since Aug 7, 2012 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63, 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
- LPL Financial LLC BD affiliated currentsince Apr 2, 2024 · Jacksonville, Fl
- Fifth Third Securities, Inc. BD affiliatedJun 10, 2021 to Apr 2, 2024 · Fleming Island, Fl
- Synovus Securities, Inc. BD affiliatedFeb 4, 2020 to Jun 10, 2021 · Stuart, Fl
- Truist Advisory Services, Inc. BD affiliatedJan 6, 2017 to Jan 21, 2020 · Ormond Beach, Fl
- Suntrust Investment Services, Inc. formerOct 24, 2016 to Jan 6, 2017 · Ormond Beach, Fl
Moves
a registration end followed by a registration begin elsewhere
- Fifth Third Securities, Inc. to LPL Financial LLCleft Apr 2, 2024, registered Apr 2, 2024 (0 days) · Affiliated broker-dealer or bank to another
- Synovus Securities, Inc. to Fifth Third Securities, Inc.left Jun 10, 2021, registered Jun 10, 2021 (0 days) · RIA to affiliated broker-dealer or bank
- Truist Advisory Services, Inc. to Synovus Securities, Inc.left Jan 21, 2020, registered Feb 4, 2020 (14 days) · Affiliated broker-dealer or bank to another
- Suntrust Investment Services, Inc. to Truist Advisory Services, Inc.left Jan 6, 2017, registered Jan 6, 2017 (0 days) · Other · moved with a team
Signals
- Val Janschutz left Fifth Third Securities, Inc. for Lpl Financial Llc (registered 2024-04-02)Apr 2, 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
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 14derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address