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 Godfrey Financial Associates, 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 |
|---|---|---|---|---|---|
| Tiffany Lea Soricelli | Virtuoso Asset Management LLC unclassified | Godfrey Financial Associates, Inc. independent RIA | Other | Dec 31, 2025 | May 13, 2025 |
| Ruth Alice Maresca | LPL Financial LLC BD affiliated | Godfrey Financial Associates, Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 15, 2023 | Aug 7, 2023 |
Page 1 of 1
2 moves match.