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 Strategies, 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
Narine K MardanyanValley Wealth Strategies, LLC independent RIACambridge Investment Research Advisors, Inc. BD affiliatedRIA to affiliated broker-dealer or bankSep 3, 2025Sep 2, 2025
Ercilia Zavala DonnellyValley Wealth Strategies, LLC independent RIASecurities America Advisors, Inc. BD affiliatedRIA to affiliated broker-dealer or bankSep 12, 2023Mar 2, 2023
Christa S VardaValley Wealth Strategies, LLC independent RIALPL Financial LLC independent RIARIA to RIASep 12, 2023Nov 29, 2017
James Michael AdgarValley Wealth Strategies, LLC independent RIAPlanmember Securities Corporation independent RIARIA to RIASep 27, 2019Oct 4, 2019
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4 moves match.