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.
Mark Wander
- Title
- Financial Advisorreportedcoracap.comfirm site, Sep 15, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- Cora Capital Advisors independent RIA currentsince Mar 29, 2022 · Marlton, Nj
- American Portfolios Advisors, Inc formerNov 23, 2011 to Dec 31, 2022 · Holbrook, Ny
- Pts Brokerage, LLC formerJul 2, 2007 to Nov 23, 2011 · Marlton, Nj
- American Portfolios Advisors, Inc to Cora Capital Advisorsleft Dec 31, 2022, registered Mar 29, 2022 (-277 days) · Other · moved with a team
- Pts Brokerage, LLC to American Portfolios Advisors, Incleft Nov 23, 2011, registered Nov 23, 2011 (0 days) · Other
- Mark Wander left American Portfolios Advisors, Inc for Cora Capital Advisors (registered 2022-03-29)Dec 31, 2022 · Advisor changed firm · fact
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 51derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address