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 Silicon Valley Capital Partners, L.P.
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 |
|---|---|---|---|---|---|
| Henry Steven Reed | Silicon Valley Capital Partners, L.P. independent RIA | Griffin Black, LLC independent RIA | RIA to RIA | May 24, 2024 | Aug 23, 2024 (91 d) |
| Oksana V Yuzefovich | Silicon Valley Capital Partners, L.P. independent RIA | Fidelity Personal And Workplace Advisors BD affiliated | RIA to affiliated broker-dealer or bank | Jun 27, 2023 | Sep 19, 2023 (84 d) |
| Kathy Jung Lee | Silicon Valley Capital Partners, L.P. independent RIA | Fidelity Personal And Workplace Advisors BD affiliated | RIA to affiliated broker-dealer or bank | Jun 13, 2022 | Oct 28, 2022 (137 d) |
| Lisa Marie Pastushok | Silicon Valley Capital Partners, L.P. independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Jun 2, 2022 | Nov 9, 2022 (160 d) |
| Richard Wayne Matcham | Silicon Valley Capital Partners, L.P. other | LPL Financial LLC other | Other | Mar 5, 2014 | Sep 21, 2012 |
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5 moves match.