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 Valor Wealth Partners
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 |
|---|---|---|---|---|---|
| Charles Michael Feehely | Xypn Sapphire independent RIA | Valor Wealth Partners state registered | RIA to a state-registered adviser | Aug 15, 2025 | Aug 5, 2025 |
| Edward Charles Smith | Cs Planning Corp independent RIA | Valor Wealth Partners state registered | RIA to a state-registered adviser | Jun 1, 2022 | Apr 13, 2022 |
| Amanda Jane Lique | Cs Planning Corp independent RIA | Valor Wealth Partners state registered | RIA to a state-registered adviser | Jun 1, 2022 | Apr 13, 2022 |
| William Thompson | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Valor Wealth Partners state registered | Wirehouse to a state-registered adviser | Jul 27, 2021 | Jun 24, 2022 (332 d) |
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4 moves match.