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 Vance Wealth
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 |
|---|---|---|---|---|---|
| Calvin Dean Hedman | Catalina Capital Group, LLC independent RIA | Vance Wealth independent RIA | RIA to RIA | Jun 10, 2026 | Jul 10, 2026 |
| Matthew Ross Rivera | Fidelity Personal And Workplace Advisors BD affiliated | Vance Wealth independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 18, 2022 | Dec 7, 2022 |
| Christopher Robert Pelch | Checchi Capital Advisers, LLC independent RIA | Vance Wealth independent RIA | RIA to RIA | Feb 18, 2021 | Jan 15, 2025 (1427 d) |
| John Michael Vance | Raymond James Financial Services Advisors, Inc BD affiliated | Vance Wealth no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Oct 2, 2020 | Sep 22, 2020 |
| Jerrod James Ferguson | Raymond James Financial Services Advisors, Inc BD affiliated | Vance Wealth no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Oct 2, 2020 | Sep 22, 2020 |
| Jason Paul Lane | Raymond James Financial Services Advisors, Inc BD affiliated | Vance Wealth independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 2, 2020 | Jan 10, 2025 (1561 d) |
| Tyler Steven Tilton | Raymond James Financial Services Advisors, Inc BD affiliated | Vance Wealth independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 2, 2020 | Jan 15, 2025 (1566 d) |
| Mark Phillip Antariksa | Raymond James Financial Services Advisors, Inc BD affiliated | Vance Wealth no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Oct 2, 2020 | Sep 22, 2020 |
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8 moves match.