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 Valuewealth Services, 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
Rodney Arin BeckerWhipplewood Advisors, LLC independent RIAValuewealth Services, LLC independent RIARIA to RIAMay 28, 2026May 26, 2026
Alexander Mark Baloga4j Wealth Management, LLC independent RIAValuewealth Services, LLC independent RIARIA to RIAJan 12, 2026Apr 10, 2026 (88 d)
John Robert DixonDempsey Lord Smith, LLC independent RIAValuewealth Services, LLC independent RIARIA to RIANov 21, 2025Nov 25, 2025
Peter Stuart WyroughThe Institute independent RIAValuewealth Services, LLC independent RIARIA to RIAMar 12, 2020Aug 30, 2019
Troy Adam CookThe Institute independent RIAValuewealth Services, LLC independent RIARIA to RIAMar 12, 2020Sep 4, 2019
George A BuchheisterMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseValuewealth Services, LLC independent RIAWirehouse to independent RIAJul 16, 2005Oct 19, 2023 (6669 d)
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6 moves match.