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 Vance Wealth
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 |
|---|---|---|---|---|---|
| Joshua Dylan Mumper | Vance Wealth independent RIA | Entrewealth independent RIA | RIA to RIA | Apr 3, 2025 | Apr 14, 2025 |
| Matthew Ross Rivera | Vance Wealth independent RIA | Fidelity Personal And Workplace Advisors BD affiliated | RIA to affiliated broker-dealer or bank | Oct 18, 2024 | Mar 7, 2025 (140 d) |
| Jamil Moussa Abdullah | Vance Wealth independent RIA | Falcon Wealth Planning, Inc. independent RIA | RIA to RIA | Jul 27, 2022 | Sep 12, 2022 (47 d) |
| Mark Phillip Antariksa | Vance Wealth independent RIA | RBC Rochdale, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Mar 15, 2021 | Jul 16, 2021 (123 d) |
Page 1 of 1
4 moves match.