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 Village Wealth Advisors
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 |
|---|---|---|---|---|---|
| Jamie Nyx Lovin | Integrated Planning & Wealth Management, LLC independent RIA | Village Wealth Advisors independent RIA | RIA to RIA | Dec 17, 2025 | Apr 6, 2026 (110 d) |
| Andrew Steven Brooks | Avalan, LLC independent RIA | Village Wealth Advisors independent RIA | RIA to RIA | Nov 26, 2019 | Mar 7, 2022 (832 d) |
| Jon Westfall Courtney | Avalan, LLC independent RIA | Village Wealth Advisors independent RIA | RIA to RIA | Nov 8, 2019 | Mar 7, 2022 (850 d) |
| Nayivi Veronica Velez | Avalan, LLC independent RIA | Village Wealth Advisors independent RIA | RIA to RIA | Nov 8, 2019 | Mar 1, 2022 (844 d) |
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4 moves match.