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

Dominic Anthony Bova

Edelman Financial Enginesindependent RIAAmbler, PaIA-onlyIAPD 7014119

Certified Financial Planner

Feed of 09/14/2026

Also filed as Dominic Bova

At current firm

0 y

since Mar 2, 2026

In the industry

10 y

since Aug 1, 2016 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S65

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Edelman Financial Engines independent RIA current
since Mar 2, 2026 · Ambler, Pa
Ritholtz Wealth Management independent RIA
Mar 29, 2024 to Feb 10, 2026 · Ambler, Pa
Rockwood Wealth Management, LLC independent RIA
Jul 14, 2022 to Mar 23, 2024 · New Hope, Pa
LPL Financial LLC BD affiliated
Aug 16, 2021 to Aug 17, 2022 · Colmar, Pa
RBC Capital Markets, LLC national BD
Nov 19, 2019 to Aug 10, 2021 · Conshohocken, Pa

Moves

a registration end followed by a registration begin elsewhere

Ritholtz Wealth Management to Edelman Financial Engines
left Feb 10, 2026, registered Mar 2, 2026 (20 days) · RIA to RIA
Rockwood Wealth Management, LLC to Ritholtz Wealth Management
left Mar 23, 2024, registered Mar 29, 2024 (6 days) · RIA to RIA
LPL Financial LLC to Rockwood Wealth Management, LLC
left Aug 17, 2022, registered Jul 14, 2022 (-34 days) · RIA to RIA
RBC Capital Markets, LLC to LPL Financial LLC
left Aug 10, 2021, registered Aug 16, 2021 (6 days) · Affiliated broker-dealer or bank to another

Signals

Dominic Anthony Bova left Ritholtz Wealth Management for Edelman Financial Engines (registered 2026-03-02)
Feb 10, 2026 · Advisor changed firm · fact
Dominic Anthony Bova left Rockwood Wealth Management, Llc for Ritholtz Wealth Management (registered 2024-03-29)
Mar 23, 2024 · Advisor changed firm · fact
Dominic Anthony Bova left Lpl Financial Llc for Rockwood Wealth Management, Llc (registered 2022-07-14)
Aug 17, 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: Independent wealth managerderived
Years in industry: 10derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address