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 Valeo Financial Advisors, LLC

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
Parker Allen MaxwellValeo Financial Advisors, LLC independent RIASavvy independent RIARIA to RIASep 10, 2026Sep 1, 2026
Samuel Andrews IssermoyerValeo Financial Advisors, LLC independent RIACrusonia Wealth Advisors LLC independent RIARIA to RIAJun 16, 2026May 27, 2026
Noah Spencer HouslerValeo Financial Advisors, LLC independent RIACypress Capital Wealth Management LLC mixed wealthRIA to RIAFeb 9, 2026Apr 16, 2026 (66 d)
Matthew ParkerValeo Financial Advisors, LLC independent RIAPnc Wealth Management BD affiliatedRIA to affiliated broker-dealer or bankJan 26, 2026Feb 19, 2026
Cara BrasorValeo Financial Advisors, LLC independent RIASchwab Wealth Advisory, Inc. no RAUMOtherJan 12, 2026Jan 21, 2026
Sandesh ArlesValeo Financial Advisors, LLC independent RIAStrive Financial Group, LLC independent RIARIA to RIANov 19, 2025Dec 16, 2025
Kyle Gregory RiddleValeo Financial Advisors, LLC independent RIAInvst, LLC independent RIARIA to RIAOct 8, 2025Oct 5, 2025
Samuel Christian Landphair-HennekeValeo Financial Advisors, LLC independent RIAIntegrated Wealth Concepts LLC independent RIARIA to RIASep 22, 2025Jun 5, 2026 (256 d)
Nicholas Ryan AndersonValeo Financial Advisors, LLC independent RIACharles Schwab & Co., Inc. national BDRIA to affiliated broker-dealer or bankJun 18, 2025Oct 29, 2025 (133 d)
Dustin Michael ThomasValeo Financial Advisors, LLC independent RIASavvy independent RIARIA to RIAMar 10, 2025Mar 19, 2025
Brad Paul SchuelerValeo Financial Advisors, LLC independent RIAFiduciary Wealth Group, LLC independent RIARIA to RIAFeb 3, 2025Feb 6, 2025
John Paul WyandValeo Financial Advisors, LLC independent RIAUBS Financial Services Inc. wirehouseRIA to wirehouseNov 26, 2024Dec 11, 2024
John Ross KirkpatrickValeo Financial Advisors, LLC independent RIACaptrust institutionalOtherNov 11, 2024Jan 13, 2025 (63 d)
Hannah Kim ThienemanValeo Financial Advisors, LLC independent RIAStirlingshire Investments independent RIARIA to RIAJun 6, 2024Jun 2, 2024
Timothy A GinnValeo Financial Advisors, LLC independent RIAMbia Capital Advisors independent RIARIA to RIAMay 23, 2024Aug 19, 2024 (88 d)
Daniel A RojasValeo Financial Advisors, LLC independent RIASavant Wealth Management independent RIARIA to RIAJan 23, 2024Feb 13, 2024
Jared Thomas FiedlerValeo Financial Advisors, LLC independent RIAAmi Investment Management Inc mixed wealthRIA to RIAJul 3, 2023Aug 3, 2023 (31 d)
Elizabeth Morgan MadisonValeo Financial Advisors, LLC independent RIAJ.P. Morgan Securities LLC wirehouseRIA to wirehouseFeb 15, 2023Mar 3, 2023
Kevin Reid DraudtValeo Financial Advisors, LLC independent RIAAndersen independent RIARIA to RIANov 4, 2022Jul 30, 2024 (634 d)
Dana GreenValeo Financial Advisors, LLC independent RIAAmeriprise Financial Services, LLC national BDRIA to affiliated broker-dealer or bankDec 15, 2021Sep 20, 2021
Jackson James WegnerValeo Financial Advisors, LLC independent RIAMoneta Group Investment Advisors, LLC independent RIARIA to RIAJul 28, 2021Jul 12, 2021
Brian O. WrightValeo Financial Advisors, LLC independent RIACerity Partners Ocio LLC independent RIARIA to RIAJan 2, 2021Jan 18, 2021
Joshua Michael GilbertValeo Financial Advisors, LLC independent RIASchwab Wealth Advisory, Inc. no RAUMOtherDec 9, 2020Feb 19, 2021 (72 d)
Collin Avery BrinkerValeo Financial Advisors, LLC independent RIADonaldson Capital Management LLC independent RIARIA to RIAJun 29, 2020May 7, 2021 (312 d)
Paul Anthony DonahueValeo Financial Advisors, LLC independent RIAMj Retirement institutionalOtherNov 14, 2019Feb 10, 2020 (88 d)
Melania MccarleyValeo Financial Advisors, LLC otherCapital Client Group, Inc. no RAUMOtherJun 23, 2017Jun 27, 2017
Aaron Scott CoatesValeo Financial Advisors, LLC otherRelevant Financial Advisors LLC state registeredOtherDec 16, 2016Jan 16, 2015
Ivan Douglas HoffmanValeo Financial Advisors, LLC otherFi3 Financial Advisors, LLC independent RIAOtherJun 6, 2012Aug 21, 2013 (441 d)
Bradley Vaughn HarroldValeo Financial Advisors, LLC otherNew England Securities Corporation otherOtherApr 9, 2012Jun 5, 2012 (57 d)
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29 moves match.