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 Validus Capital 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 |
|---|---|---|---|---|---|
| Stacey Panenhanouvong | Validus Capital LLC independent RIA | Hcr Wealth Advisors independent RIA | RIA to RIA | Jun 5, 2024 | Jun 6, 2024 |
| Karen Michelle Tatman | Validus Capital LLC independent RIA | Kmt Wealth Management, LLC independent RIA | RIA to RIA | Sep 22, 2023 | Feb 26, 2025 (523 d) |
| Edward Tandy Mcglasson | Validus Capital LLC independent RIA | Light Capital LLC no RAUM | RIA to a newly registered adviser | Nov 18, 2022 | Nov 1, 2022 |
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3 moves match.