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 Shankervalleau Wealth Advisors, 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 |
|---|---|---|---|---|---|
| Brian Matthew Schaeffer | Shankervalleau Wealth Advisors, Inc. independent RIA | Impact Financial state registered | RIA to a state-registered adviser | Jul 31, 2026 | Aug 26, 2026 |
| Philip Timothy Johnston | Shankervalleau Wealth Advisors, Inc. independent RIA | The Mather Group, LLC independent RIA | RIA to RIA | Mar 7, 2022 | Mar 10, 2022 |
| Matthew James Barnard | Shankervalleau Wealth Advisors, Inc. independent RIA | Sullivan Mermel, Inc. state registered | RIA to a state-registered adviser | May 4, 2020 | Jun 10, 2021 (402 d) |
| Michael Todd Powers | Shankervalleau Wealth Advisors, Inc. other | Verus Financial Partners other | Other | Aug 12, 2014 | Jul 15, 2014 |
Page 1 of 1
4 moves match.