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 Keyvantage Wealth Advisors
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 |
|---|---|---|---|---|---|
| Rodman Dehart Young | Valley National Advisers Inc independent RIA | Keyvantage Wealth Advisors no RAUM | RIA to a newly registered adviser | Aug 6, 2024 | Aug 5, 2024 |
| Jaclyn Marie Cornelius | Valley National Advisers Inc independent RIA | Keyvantage Wealth Advisors no RAUM | RIA to a newly registered adviser | Aug 6, 2024 | Aug 5, 2024 |
| Simone Sanvito | Valley National Advisers Inc independent RIA | Keyvantage Wealth Advisors no RAUM | RIA to a newly registered adviser | Aug 6, 2024 | Aug 5, 2024 |
| Jonathan Lee Ritter | Valley National Advisers Inc independent RIA | Keyvantage Wealth Advisors no RAUM | RIA to a newly registered adviser | Aug 6, 2024 | Aug 26, 2024 |
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4 moves match.