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 Wealth For You 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 |
|---|---|---|---|---|---|
| Ariel Monclova Gonzalez | Wealth For You Financial, LLC state registered | Signal Advisors Wealth, LLC independent RIA | Other | Apr 14, 2026 | Apr 22, 2026 |
| Jeffrey V Covert | Wealth For You Financial, LLC state registered | Team Covert, LLC state registered | Other | May 31, 2024 | Jun 16, 2025 (381 d) |
| Sarah Jane Fletcher | Wealth For You Financial, LLC state registered | Team Covert, LLC state registered | Other | May 21, 2024 | Jun 4, 2024 |
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3 moves match.