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 Balanced Wealth Group 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 |
|---|---|---|---|---|---|
| Zachary Clark Edwards | Balanced Wealth Group LLC independent RIA | Raymond James Financial Services Advisors, Inc BD affiliated | RIA to affiliated broker-dealer or bank | Oct 8, 2025 | Oct 14, 2025 |
| David Joseph Desalvo | Balanced Wealth Group LLC independent RIA | Clearstead; Clearstead Advisory Solutions independent RIA | RIA to RIA | Mar 26, 2025 | Apr 29, 2025 (34 d) |
| Timothy James Valentine | Balanced Wealth Group LLC independent RIA | Oneseven independent RIA | RIA to RIA | Apr 10, 2024 | Apr 24, 2024 |
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3 moves match.