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 Wealthvalues, 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Ryan Todd Oldroyd | Wealthvalues, LLC independent RIA | First Pacific Financial, Inc. independent RIA | RIA to RIA | Aug 8, 2018 | Aug 29, 2018 |
| Kanaka Esther Szabo-Cummings | Wealthvalues, LLC other | Gates Pass Advisors, LLC independent RIA | Other | Oct 28, 2015 | Aug 31, 2015 |
| Sarah Marie Slattery | Wealthvalues, LLC other | Piecapital state registered | Other | Jul 20, 2015 | Aug 12, 2026 (4041 d) |
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3 moves match.