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 Valley Forge Investment Consultants, 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 |
|---|---|---|---|---|---|
| Peyton Michael Vostenak | Rtd Financial Advisors Inc independent RIA | Valley Forge Investment Consultants, Inc. mixed wealth | RIA to RIA | Feb 24, 2026 | Apr 12, 2026 (47 d) |
| Rachel Elizabeth Kalivas | Morgan Stanley wirehouse | Valley Forge Investment Consultants, Inc. other | Other | Jan 3, 2017 | Feb 7, 2017 (35 d) |
| Stephen Thomas Mumford | Rittenhouse Asset Management, Inc. unclassified | Valley Forge Investment Consultants, Inc. other | Other | Feb 7, 2007 | Feb 7, 2007 |
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3 moves match.