DFX Intelligence
Advisor moves
Arrivals at Vama Oak Wealth 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.
3 moves
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Mario Louis Martinelli | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Vama Oak Wealth LLC no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | Nov 14, 2023 | Nov 9, 2023 |
| Rick Louis Vala | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Vama Oak Wealth LLC no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | Nov 13, 2023 | Nov 9, 2023 |
| Laura Michelle Schenkel | J.P. Morgan Securities LLC wirehouse | Vama Oak Wealth LLC independent RIA | Wirehouse to independent RIA | Sep 11, 2023 | Apr 23, 2026 (955 d) |
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