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 Valtrion Capital Management, 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
Thomas Walter DelaneyLee Danner & Bass Inc independent RIAValtrion Capital Management, LLC independent RIARIA to RIASep 3, 2026Sep 15, 2026
Amir A DadabhoyBgw Wealth Advisors, LLC unclassifiedValtrion Capital Management, LLC independent RIAOtherJul 29, 2025Jun 20, 2025
Carlos Jose CastroOsaic Fs, Inc. BD affiliatedValtrion Capital Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJan 30, 2024Jan 29, 2024
Bijan RamirezFacet independent RIAValtrion Capital Management, LLC independent RIARIA to RIAApr 21, 2023May 4, 2023
Luis A GaldamezSurevest Private Wealth independent RIAValtrion Capital Management, LLC independent RIARIA to RIAMar 15, 2023Jan 1, 2025 (658 d)
Levi James BrownCorient independent RIAValtrion Capital Management, LLC independent RIARIA to RIAMar 2, 2023May 4, 2023 (63 d)
David TrejoTd Ameritrade, Inc. no RAUMValtrion Capital Management, LLC independent RIAOtherNov 25, 2021Dec 8, 2022 (378 d)
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7 moves match.