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.
Feed of 09/14/2026
Also filed as Ravneet Chadha
At current firm
1 y
since May 7, 2025
In the industry
11 y
since Jun 1, 2015 (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
S66
IA exams only
Book size
not public
not estimated here
Signals
2
dated events on this person
Registration history
IAPD current and previous registrations
- Potomac asset manager currentsince May 7, 2025 · Bethesda, Md
- Empower Advisory Group, LLC BD affiliatedAug 2, 2022 to Oct 26, 2023 · Baltimore, Md
- Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseApr 22, 2022 to Jul 6, 2022 · Hunt Valley, Md
- T. Rowe Price Advisory Services, Inc. BD affiliatedMay 4, 2021 to Dec 6, 2021 · Owings Mills, Md
- Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseMay 1, 2018 to Sep 16, 2019 · Hunt Valley, Md
Moves
a registration end followed by a registration begin elsewhere
- Empower Advisory Group, LLC to Potomacleft Oct 26, 2023, registered May 7, 2025 (559 days) · Other
- Merrill Lynch, Pierce, Fenner & Smith Incorporated to Empower Advisory Group, LLCleft Jul 6, 2022, registered Aug 2, 2022 (27 days) · Wirehouse to affiliated broker-dealer or bank · moved with a team
- T. Rowe Price Advisory Services, Inc. to Merrill Lynch, Pierce, Fenner & Smith Incorporatedleft Dec 6, 2021, registered Apr 22, 2022 (137 days) · RIA to wirehouse
- Merrill Lynch, Pierce, Fenner & Smith Incorporated to T. Rowe Price Advisory Services, Inc.left Sep 16, 2019, registered May 4, 2021 (596 days) · Wirehouse to independent RIA
Signals
- Ravneet Singh Chadha left Empower Advisory Group, Llc for Potomac (registered 2025-05-07)Oct 26, 2023 · Advisor changed firm · fact
- Ravneet Singh Chadha left Merrill Lynch, Pierce, Fenner & Smith Incorporated for Empower Advisory Group, Llc (registered 2022-08-02)Jul 6, 2022 · 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
- Asset manager (funds and pooled vehicles)derived
- Years in industry
- 11derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address