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 Valley Wealth, 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 |
|---|---|---|---|---|---|
| Jeffrey Scott Burrow | Valley Wealth, Inc. other | United Capital Financial Advisors other | Other | Dec 31, 2014 | Aug 29, 2014 |
| Jason Michael Gordo | Valley Wealth, Inc. other | United Capital Financial Advisors other | Other | Dec 31, 2014 | Aug 29, 2014 |
| Arthur Allen Buckley | Valley Wealth, Inc. other | United Capital Financial Advisors other | Other | Dec 31, 2014 | Aug 29, 2014 |
| Dezaree Maree Seeds | Valley Wealth, Inc. other | United Capital Financial Advisors other | Other | Dec 31, 2014 | Aug 29, 2014 |
| Gary Watts | Valley Wealth, Inc. other | Equitable Advisors, LLC national BD | Other | Feb 16, 2012 | Jun 28, 2012 (133 d) |
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5 moves match.