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
Arrivals at Shankervalleau Wealth Advisors, 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Matthew James Barnard | Strategic Advisers LLC national BD | Shankervalleau Wealth Advisors, Inc. other | Other | Mar 4, 2015 | Jan 29, 2018 (1062 d) |
| Brian Matthew Schaeffer | Cambridge Investment Research Advisors, Inc. other | Shankervalleau Wealth Advisors, Inc. other | Other | Apr 9, 2013 | Sep 21, 2015 (895 d) |
| Michael Todd Powers | Ameriprise Financial Services, LLC national BD | Shankervalleau Wealth Advisors, Inc. other | Other | May 2, 2012 | Jun 4, 2012 (33 d) |
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3 moves match.