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 Sun Valley Advisory
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 |
|---|---|---|---|---|---|
| Michael Jonathan Floyd | Creativeone Wealth, LLC independent RIA | Sun Valley Advisory state registered | RIA to a state-registered adviser | Mar 31, 2025 | Jun 27, 2025 (88 d) |
| Logan Marcus | Cadaret Grant & Co Inc BD affiliated | Sun Valley Advisory state registered | Affiliated broker-dealer or bank to a state-registered adviser | May 9, 2024 | Jun 4, 2024 |
| Jessi Lee Johnson | Encompass More Asset Management LLC independent RIA | Sun Valley Advisory state registered | RIA to a state-registered adviser | May 22, 2023 | Jun 19, 2024 (394 d) |
| Donald Spini | Encompass More Asset Management LLC independent RIA | Sun Valley Advisory state registered | RIA to a state-registered adviser | May 22, 2023 | Mar 25, 2024 (308 d) |
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4 moves match.