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 Revalue 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 |
|---|---|---|---|---|---|
| Rebecca Blumenshine | Communitas Financial Planning Pbc state registered | Revalue LLC independent RIA | Other | Nov 27, 2024 | Nov 14, 2024 |
| Michelle M Hoexum | Centennial Securities Company Inc other | Revalue LLC independent RIA | Other | Dec 31, 2017 | Nov 16, 2019 (685 d) |
| Christopher Randolph Baccella | Wilson, Kemp & Associates, Inc. other | Revalue LLC independent RIA | Other | Mar 27, 2015 | Jan 15, 2019 (1390 d) |
| Angela Louise Barbash | Royal Advisors, LLC other | Revalue LLC independent RIA | Other | Feb 2, 2012 | May 30, 2013 (483 d) |
Page 1 of 1
4 moves match.