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 Investments And Planning 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Thomas Glenn Rutherford | Albemarle Capital Management unclassified | Valor Investments And Planning LLC independent RIA | Other | May 22, 2025 | Apr 12, 2024 |
| Michael Glenn Snyder | Kestra Advisory Services, LLC BD affiliated | Valor Investments And Planning LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 27, 2023 | Feb 9, 2023 |
| Jacob Millen | Osaic Wealth, Inc. BD affiliated | Valor Investments And Planning LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Oct 27, 2022 | Oct 25, 2022 |
| Thomas Ashely Blachek | Osaic Wealth, Inc. BD affiliated | Valor Investments And Planning LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Oct 27, 2022 | Oct 25, 2022 |
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4 moves match.