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 Validus Capital 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
Evan DanuUBS Financial Services Inc. wirehouseValidus Capital LLC independent RIAWirehouse to independent RIAOct 16, 2025Jan 15, 2026 (91 d)
Stacey PanenhanouvongCharles Schwab & Co., Inc. national BDValidus Capital LLC independent RIAAffiliated broker-dealer or bank to independent RIASep 23, 2022Apr 10, 2023 (199 d)
Edward Tandy McglassonCertuity, LLC independent RIAValidus Capital LLC no RAUMRIA to a newly registered adviserJun 10, 2022Jun 14, 2022
John Michael KrambeerCertuity, LLC independent RIAValidus Capital LLC independent RIARIA to RIAMay 26, 2022Jan 1, 2026 (1316 d)
Matthew Lee SchulzCertuity, LLC independent RIAValidus Capital LLC independent RIARIA to RIAMay 26, 2022Jan 1, 2026 (1316 d)
Kevin George HarnischfegerCertuity, LLC independent RIAValidus Capital LLC no RAUMRIA to a newly registered adviserMay 26, 2022May 2, 2022
John Christian BullittMorgan Stanley wirehouseValidus Capital LLC independent RIAWirehouse to independent RIAMay 10, 2018Mar 11, 2025 (2497 d)
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7 moves match.