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 A Better Way Financial, 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 |
|---|---|---|---|---|---|
| Anthony Alan Davis | A Better Way Financial, LLC independent RIA | Valley National Advisers Inc independent RIA | RIA to RIA | Aug 5, 2026 | Sep 3, 2026 |
| Julia Naccarato | A Better Way Financial, LLC independent RIA | Morton Brown Family Wealth LLC independent RIA | RIA to RIA | Nov 26, 2025 | Dec 10, 2025 |
| John W. Worley | A Better Way Financial, LLC independent RIA | Voya Retirement Advisors, LLC other | Other | Apr 11, 2023 | Jun 12, 2023 (62 d) |
| Nick Guida | A Better Way Financial, LLC independent RIA | Guidance Wealth Advisors LLC state registered | RIA to a state-registered adviser | Aug 15, 2022 | Aug 12, 2022 |
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4 moves match.