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 Avalon Wealth Advisory, 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Spencer Alec Shoemaker | Avalon Wealth Advisory, Inc. state registered | Srl Financial state registered | Other | Mar 4, 2026 | Jul 28, 2026 (146 d) |
| Beth A Boylan | Avalon Wealth Advisory, Inc. state registered | Morgan Stanley wirehouse | Other | Jan 7, 2021 | Jun 3, 2021 (147 d) |
| Kelly Hughes Kaufman | Avalon Wealth Advisory, Inc. state registered | Schwab Wealth Advisory, Inc. other | Other | Jun 28, 2017 | Jun 30, 2017 |
| John Paul Wyand | Avalon Wealth Advisory, Inc. state registered | Valeo Financial Advisors, LLC other | Other | Mar 21, 2013 | Apr 16, 2014 (391 d) |
| Jeffrey Jen-Chie Yu | Avalon Wealth Advisory, Inc. state registered | Column Capital Advisors, LLC other | Other | Feb 21, 2007 | May 15, 2007 (83 d) |
| Timothy A Ginn | Avalon Wealth Advisory, Inc. state registered | Valeo Financial Advisors, LLC other | Other | Jan 18, 2007 | Mar 15, 2007 (56 d) |
| Justin M Padgett | Avalon Wealth Advisory, Inc. state registered | Valeo Financial Advisors, LLC other | Other | Jan 18, 2007 | Mar 15, 2007 (56 d) |
Page 1 of 1
7 moves match.