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 Vandalia Wealth
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 |
|---|---|---|---|---|---|
| Justin Mark Bonavitacola | Axxcess Wealth Management, LLC independent RIA | Vandalia Wealth no RAUM | RIA to a newly registered adviser | Sep 4, 2026 | Apr 27, 2026 |
| Jonathan Dorsey | LPL Financial LLC BD affiliated | Vandalia Wealth no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Jul 9, 2026 | Jun 15, 2026 |
| Dorsey Webster Tyndall | Axxcess Wealth Management, LLC independent RIA | Vandalia Wealth independent RIA | RIA to RIA | Jul 2, 2026 | Jul 2, 2026 |
| John Davis Fleming | Axxcess Wealth Management, LLC independent RIA | Vandalia Wealth independent RIA | RIA to RIA | Jul 2, 2026 | Jul 2, 2026 |
| Ashley Witt Israel | Forvis Mazars Wealth Advisors, LLC independent RIA | Vandalia Wealth no RAUM | RIA to a newly registered adviser | Apr 7, 2026 | Apr 30, 2026 |
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5 moves match.