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.
Registered advisor
Michael Collopy
Certified Financial Planner
Feed of 09/14/2026
Also filed as Michael P Collopy
At current firm
4 y
since Nov 15, 2021
In the industry
17 y
since May 1, 2009 (earliest exam, job or registration)
Prior registered firms
2
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Veracity Capital LLC independent RIA currentsince Nov 15, 2021 · Atlanta, Ga
- F3logic, LLC formerNov 20, 2018 to Dec 10, 2019 · Miami, Fl
- Goldman Sachs Wealth Services, L.P. BD affiliatedSep 21, 2012 to Nov 14, 2018 · Latham, Ny
Moves
a registration end followed by a registration begin elsewhere
- F3logic, LLC to Veracity Capital LLCleft Dec 10, 2019, registered Nov 15, 2021 (706 days) · RIA to RIA · moved with a team
- Goldman Sachs Wealth Services, L.P. to F3logic, LLCleft Nov 14, 2018, registered Nov 20, 2018 (6 days) · Affiliated broker-dealer or bank to independent RIA · moved with a team
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
- Independent wealth managerderived
- Years in industry
- 17derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address