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 Wealth Strategies, 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.

AdvisorFromToTypeLeftRegistered
Grant DeandreisMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseValley Wealth Strategies, LLC independent RIAWirehouse to independent RIASep 20, 2025Oct 13, 2025
David Allen BrounleyMerit Financial Advisors independent RIAValley Wealth Strategies, LLC independent RIARIA to RIAAug 16, 2024Jul 29, 2024
James Michael AdgarLPL Financial LLC independent RIAValley Wealth Strategies, LLC independent RIARIA to RIAApr 4, 2018Dec 13, 2017
Narine K MardanyanLPL Financial LLC independent RIAValley Wealth Strategies, LLC independent RIARIA to RIAApr 4, 2018Jan 12, 2018
Eugene George BowanValley Wealth Strategies unclassifiedValley Wealth Strategies, LLC independent RIAOtherDec 31, 2017Oct 20, 2017
Kelly Ann KruzickValley Wealth Strategies unclassifiedValley Wealth Strategies, LLC independent RIAOtherDec 31, 2017Oct 20, 2017
Oscar SassonValley Wealth Strategies unclassifiedValley Wealth Strategies, LLC independent RIAOtherDec 31, 2017Jan 4, 2018
David J PhillipsValley Wealth Strategies unclassifiedValley Wealth Strategies, LLC independent RIAOtherDec 31, 2017Dec 12, 2017
Jayne Marie P. SullivanValley Wealth Strategies unclassifiedValley Wealth Strategies, LLC independent RIAOtherDec 31, 2017Oct 20, 2017
Daniel Jason BusterValley Wealth Strategies unclassifiedValley Wealth Strategies, LLC independent RIAOtherDec 31, 2017Oct 20, 2017
Pamela Joanne ZedickValley Wealth Strategies unclassifiedValley Wealth Strategies, LLC independent RIAOtherDec 31, 2017Oct 20, 2017
Daniel Alan RaymondValley Wealth Strategies unclassifiedValley Wealth Strategies, LLC independent RIAOtherDec 31, 2017Oct 20, 2017
Broc WavraValley Wealth Strategies unclassifiedValley Wealth Strategies, LLC independent RIAOtherDec 31, 2017Dec 12, 2017
Nicole Kiomi KikugawaValley Wealth Strategies unclassifiedValley Wealth Strategies, LLC independent RIAOtherDec 31, 2017Oct 20, 2017
David Adam SassonValley Wealth Strategies unclassifiedValley Wealth Strategies, LLC independent RIAOtherDec 31, 2017Oct 20, 2017
Joshua Christian SchefersValley Wealth Strategies unclassifiedValley Wealth Strategies, LLC independent RIAOtherDec 31, 2017Oct 20, 2017
Christa S VardaValley Wealth Strategies unclassifiedValley Wealth Strategies, LLC independent RIAOtherDec 31, 2017Oct 20, 2017
Cherie Chih Chun WangValley Wealth Strategies unclassifiedValley Wealth Strategies, LLC independent RIAOtherDec 31, 2017Oct 20, 2017
Eric Ernst HughesNational Planning Corporation ("Npc Of America" In Fl & Ny) otherValley Wealth Strategies, LLC independent RIAOtherNov 29, 2017Dec 12, 2017
Philip Brian BullardNational Planning Corporation ("Npc Of America" In Fl & Ny) otherValley Wealth Strategies, LLC independent RIAOtherNov 29, 2017Jan 18, 2018 (50 d)
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20 moves match.