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 Goalvest Advisory 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 |
|---|---|---|---|---|---|
| Chen Li | Goldman Sachs Wealth Services, L.P. BD affiliated | Goalvest Advisory LLC other | Other | Mar 14, 2024 | Mar 22, 2024 |
| Braden Andrew Deforge | Plante Moran Financial Advisors independent RIA | Goalvest Advisory LLC other | Other | Feb 12, 2024 | Mar 22, 2024 (39 d) |
| Andrew Michael Almeida | RBC Rochdale, LLC other | Goalvest Advisory LLC independent RIA | Other | Mar 7, 2017 | Oct 4, 2019 (941 d) |
| Harry John Martin | RBC Rochdale, LLC other | Goalvest Advisory LLC mixed wealth | Other | Feb 10, 2017 | May 22, 2023 (2292 d) |
| Sevasti Balafas | RBC Rochdale, LLC other | Goalvest Advisory LLC independent RIA | Other | Dec 1, 2016 | Feb 7, 2017 (68 d) |
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5 moves match.