DFX Intelligence
RIA Intelligence
Advisor moves
Departures from Val Vista Capital Management, 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 |
|---|---|---|---|---|---|
| Eric Daniel Gauthier | Val Vista Capital Management, LLC state registered | Terra Wealth independent RIA | Other | May 31, 2024 | May 1, 2024 |
| Diboo Alex Daniel | Val Vista Capital Management, LLC state registered | Morgan Stanley wirehouse | Other | Jan 23, 2018 | Jul 26, 2018 (184 d) |
| James Edward Gentrup | Val Vista Capital Management, LLC state registered | Discovery Investment Research unclassified | Other | Sep 26, 2017 | Nov 16, 2017 (51 d) |
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3 moves match.