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.

Advisor moves

Departures from Valley Wealth Managers, Inc.

A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.

AdvisorFromToTypeLeftRegistered
Jacqueline Alberte GilbertValley Wealth Managers, Inc. independent RIACitizens Securities, Inc. BD affiliatedRIA to affiliated broker-dealer or bankApr 8, 2026Apr 17, 2026
Eric SprungValley Wealth Managers, Inc. independent RIAValic Financial Advisors, Inc. BD affiliatedRIA to affiliated broker-dealer or bankJan 15, 2026Apr 20, 2026 (95 d)
Sharon DvirValley Wealth Managers, Inc. independent RIACetera Investment Advisers LLC BD affiliatedRIA to affiliated broker-dealer or bankDec 15, 2025Feb 2, 2026 (49 d)
Bryan James BornscheinValley Wealth Managers, Inc. independent RIATruist Advisory Services, Inc. BD affiliatedRIA to affiliated broker-dealer or bankDec 15, 2025Jan 14, 2026
Brian Mark StiglianoValley Wealth Managers, Inc. independent RIAForvis Mazars Wealth Advisors, LLC independent RIARIA to RIASep 22, 2025Oct 9, 2025
Daniel Charles HauschildValley Wealth Managers, Inc. independent RIAMariner BD affiliatedRIA to affiliated broker-dealer or bankAug 27, 2025Aug 12, 2025
Samantha MacmullenValley Wealth Managers, Inc. independent RIAMorgan Stanley wirehouseRIA to wirehouseAug 20, 2025Aug 28, 2025
Elliot Ross PoretzkyValley Wealth Managers, Inc. independent RIALord, Abbett & Co. LLC asset managerOtherJul 3, 2025Jul 21, 2025
Dov KatzValley Wealth Managers, Inc. independent RIAMorgan Stanley wirehouseRIA to wirehouseDec 3, 2024Dec 16, 2024
Stephen Paul PediciniValley Wealth Managers, Inc. independent RIAAlphacore Capital LLC independent RIARIA to RIAApr 12, 2024Apr 15, 2024
Christopher Stephen CallawayValley Wealth Managers, Inc. independent RIASteelpeak Wealth, LLC independent RIARIA to RIAFeb 5, 2024Feb 14, 2024
Steven Brian ReslerValley Wealth Managers, Inc. independent RIASequoia Financial Group, L.L.C. independent RIARIA to RIAJan 30, 2023Feb 13, 2023
Gregory Matthew PizzanoValley Wealth Managers, Inc. independent RIAPine Valley Investments independent RIARIA to RIASep 20, 2022Dec 19, 2023 (455 d)
James C CantelaValley Wealth Managers, Inc. independent RIAMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseRIA to wirehouseOct 20, 2020Dec 5, 2022 (776 d)
Felipe RestrepoValley Wealth Managers, Inc. otherCitigroup Global Markets Inc. BD affiliatedOtherMay 25, 2017Apr 29, 2019 (704 d)
Carla R MatriscianoValley Wealth Managers, Inc. otherChadler Investment Advisory Solutions, LLC otherOtherSep 15, 2016Oct 13, 2016
Loriann BaroneValley Wealth Managers, Inc. otherE*Trade Capital Management, LLC otherOtherSep 30, 2008Sep 10, 2008
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17 moves match.