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.

The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.

Registered advisor

C•••• A•••••• P•••••

W••••• E••••••••• A••••••• S•••••••• L••BD affiliatedPlymouth, Mndual registrantIAPD 5329254

Certified Financial Planner

Feed of 09/14/2026

Also filed as Corey A Purkat

At current firm

4 y

since Feb 18, 2022

In the industry

12 y

since Nov 19, 2013 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S65

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

W••••• E••••••••• A••••••• S•••••••• L•• BD affiliated current
since Feb 18, 2022 · Plymouth, Mn
O••••• I••••••••• A••••••• L•• independent RIA
Jun 24, 2021 to Nov 3, 2021 · Sarasota, Fl
P••••• F•••••••• unclassified
Jan 29, 2020 to Dec 6, 2021 · Forest Lake, Mn
P••••• F•••••••• unclassified
Jan 4, 2016 to Jul 15, 2019 · Oakdale, Mn
W••••••••• A••••••• former
Apr 9, 2015 to Oct 30, 2015 · Minneapolis, Mn
T••••••••• F•••••••• A•••••••• L•• BD affiliated
Nov 26, 2013 to Mar 26, 2015 · New Richmond, Wi

Moves

a registration end followed by a registration begin elsewhere

P••••• F•••••••• to O••••• I••••••••• A••••••• L••
left Dec 6, 2021, registered Jun 24, 2021 (-165 days) · Other
O••••• I••••••••• A••••••• L•• to W••••• E••••••••• A••••••• S•••••••• L••
left Nov 3, 2021, registered Feb 18, 2022 (107 days) · Other
P••••• F•••••••• to P••••• F••••••••
left Jul 15, 2019, registered Jan 29, 2020 (198 days) · Other
W••••••••• A••••••• to P••••• F••••••••
left Oct 30, 2015, registered Jan 4, 2016 (66 days) · Other
T••••••••• F•••••••• A•••••••• L•• to W••••••••• A•••••••
left Mar 26, 2015, registered Apr 9, 2015 (14 days) · Other

Signals

No dated event on this person.

Transition signals

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.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Broker-dealer affiliated wealth managerderived
Years in industry: 12derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address