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 Oliver Lagore Vanvalin Investment Group, Inc.

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
Gerald Timothy St. CinOliver Lagore Vanvalin Investment Group, Inc. independent RIAProcyon mixed wealthRIA to RIADec 8, 2025Dec 8, 2025
William Robert JonesOliver Lagore Vanvalin Investment Group, Inc. independent RIAProcyon mixed wealthRIA to RIADec 8, 2025Dec 10, 2025
Joel Philip LagoreOliver Lagore Vanvalin Investment Group, Inc. independent RIAProcyon mixed wealthRIA to RIADec 8, 2025Dec 8, 2025
Daniel Evan LagoreOliver Lagore Vanvalin Investment Group, Inc. independent RIAProcyon mixed wealthRIA to RIADec 8, 2025Dec 8, 2025
Jesse Michael VanvalinOliver Lagore Vanvalin Investment Group, Inc. independent RIAProcyon mixed wealthRIA to RIADec 8, 2025Dec 8, 2025
Jacob RothenbergOliver Lagore Vanvalin Investment Group, Inc. independent RIAProcyon mixed wealthRIA to RIADec 8, 2025Dec 11, 2025
Spencer John CompsOliver Lagore Vanvalin Investment Group, Inc. independent RIAProcyon mixed wealthRIA to RIADec 8, 2025Dec 8, 2025
Timothy Fiske TennerielloOliver Lagore Vanvalin Investment Group, Inc. independent RIAProcyon mixed wealthRIA to RIADec 8, 2025Dec 8, 2025
Scott Richard CartyOliver Lagore Vanvalin Investment Group, Inc. independent RIAAe Wealth Management, LLC BD affiliatedRIA to affiliated broker-dealer or bankDec 1, 2025Dec 1, 2025
Keaton BurkeOliver Lagore Vanvalin Investment Group, Inc. independent RIAEversource Wealth Advisors, LLC independent RIARIA to RIANov 14, 2025Nov 13, 2025
Benjamin Dean OliverOliver Lagore Vanvalin Investment Group, Inc. independent RIAAcorn Wealth Advisors, LLC independent RIARIA to RIAJun 30, 2025Jun 30, 2025
Zachary WilcoxOliver Lagore Vanvalin Investment Group, Inc. independent RIAMainstay Capital Management, LLC independent RIARIA to RIAJun 4, 2025Apr 7, 2026 (307 d)
Judy Ilene GoldisOliver Lagore Vanvalin Investment Group, Inc. independent RIAVima, LLC independent RIARIA to RIAAug 12, 2024Sep 9, 2024
Marc JancaOliver Lagore Vanvalin Investment Group, Inc. independent RIAKovack Advisors, Inc. BD affiliatedRIA to affiliated broker-dealer or bankMay 29, 2024May 29, 2024
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14 moves match.