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 Values Added Financial

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
Linda Aurora RapisardoValues Added Financial independent RIACanela Wealth LLC state registeredRIA to a state-registered adviserMar 25, 2025Jan 1, 2026 (282 d)
Joel Jerome AndersonValues Added Financial independent RIAEvergreen Wealth Advisors mixed wealthRIA to RIANov 20, 2024Dec 19, 2024
Kathryn Lin Kubiak-RizzoneValues Added Financial independent RIAAbout Time Financial Planning state registeredRIA to a state-registered adviserJan 5, 2024Sep 22, 2023
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3 moves match.