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 Silicon Valley Capital Partners, L.P.
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 |
|---|---|---|---|---|---|
| Henry Steven Reed | Assetmark, Inc. BD affiliated | Silicon Valley Capital Partners, L.P. independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 24, 2023 | Nov 9, 2023 |
| Alison Maile Cornwell | Rebalance LLC independent RIA | Silicon Valley Capital Partners, L.P. independent RIA | RIA to RIA | Mar 29, 2022 | Apr 4, 2025 (1102 d) |
| Oksana V Yuzefovich | Fidelity Personal And Workplace Advisors BD affiliated | Silicon Valley Capital Partners, L.P. independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 4, 2021 | Mar 22, 2021 |
| Lisa Marie Pastushok | Scharf Investments, LLC mixed wealth | Silicon Valley Capital Partners, L.P. independent RIA | RIA to RIA | Mar 31, 2020 | Mar 23, 2020 |
| Richard Wayne Matcham | Ameriprise Financial Services, LLC national BD | Silicon Valley Capital Partners, L.P. other | Other | Jul 22, 2003 | May 5, 2008 (1749 d) |
| Christopher Kevin Combs | Ameriprise Financial Services, LLC national BD | Silicon Valley Capital Partners, L.P. other | Other | Jul 21, 2003 | Apr 24, 2003 |
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6 moves match.