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 National Advisers 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
Michele MaddaloniValley National Advisers Inc independent RIAAmeriprise Financial Services, LLC national BDRIA to affiliated broker-dealer or bankJun 22, 2026Aug 17, 2026 (56 d)
Rodman Dehart YoungValley National Advisers Inc independent RIAKeyvantage Wealth Advisors no RAUMRIA to a newly registered adviserAug 6, 2024Aug 5, 2024
Jaclyn Marie CorneliusValley National Advisers Inc independent RIAKeyvantage Wealth Advisors no RAUMRIA to a newly registered adviserAug 6, 2024Aug 5, 2024
Simone SanvitoValley National Advisers Inc independent RIAKeyvantage Wealth Advisors no RAUMRIA to a newly registered adviserAug 6, 2024Aug 5, 2024
Jonathan Lee RitterValley National Advisers Inc independent RIAKeyvantage Wealth Advisors no RAUMRIA to a newly registered adviserAug 6, 2024Aug 26, 2024
Jonathan Michael SusserValley National Advisers Inc independent RIAJanney Montgomery Scott LLC BD affiliatedRIA to affiliated broker-dealer or bankDec 21, 2023Jan 3, 2024
Julie L ClementiValley National Advisers Inc independent RIAOsaic Institutions, Inc. BD affiliatedRIA to affiliated broker-dealer or bankDec 14, 2022Jan 3, 2023
Luis A SepulvedaValley National Advisers Inc independent RIABryn Mawr Trust Advisors, LLC independent RIARIA to RIAMar 10, 2022Aug 8, 2023 (516 d)
Eric Joseph CedorValley National Advisers Inc independent RIAPark Avenue Securities LLC BD affiliatedRIA to affiliated broker-dealer or bankJun 23, 2021Jul 22, 2021
Jessica Lee GoedtelValley National Advisers Inc independent RIAFacet independent RIARIA to RIASep 29, 2020Oct 20, 2020
Connor Joseph DarrellValley National Advisers Inc independent RIAWealthspire Advisors independent RIARIA to RIAJun 8, 2020Aug 5, 2020 (58 d)
Shelley M DimperioValley National Advisers Inc independent RIABlbb Advisors independent RIARIA to RIASep 9, 2019Sep 24, 2019
David George GivlerValley National Advisers Inc independent RIACorbenic Partners, LLC independent RIARIA to RIASep 14, 2018Sep 24, 2018
Laura MorganelliValley National Advisers Inc otherAbacus Wealth Partners otherOtherAug 21, 2015Sep 8, 2015
David Nelson LambertValley National Advisers Inc otherLPL Financial LLC otherOtherJul 17, 2008Jul 17, 2008
Gene Richard DickisonValley National Advisers Inc otherLPL Financial LLC otherOtherNov 20, 2007Jan 22, 2008 (63 d)
David Scott BahnickValley National Advisers Inc otherCapital Planning Wealth Management state registeredOtherMay 4, 2007Jan 11, 2008 (252 d)
John William SullivanValley National Advisers Inc otherCapital Planning Wealth Management state registeredOtherMay 4, 2007Jan 11, 2008 (252 d)
Emilio John MorroneValley National Advisers Inc otherLPL Financial LLC otherOtherJul 19, 2005Jun 10, 2014 (3248 d)
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19 moves match.