DFX Intelligence
RIA Intelligence
The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.
Registered advisor
C•••••• B•••••• C••••••
Feed of 09/14/2026
Also filed as Carmine Coppola
At current firm
4 y
since Sep 22, 2022
In the industry
11 y
since Aug 1, 2015 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- C••••••••• P••••••• G•••• independent RIA currentsince Sep 22, 2022 · Fairfield, Nj
- E•••• S••••••••• L•• BD affiliatedSep 18, 2017 to Sep 28, 2022 · Edison, Nj
- M•• I•••••••• S•••••••• L•• BD affiliatedMar 25, 2017 to Jul 31, 2017 · Staten Island, Ny
- M•• F•••••••• S•••••••• I••• formerMar 11, 2016 to Mar 25, 2017 · Staten Island, Ny
Moves
a registration end followed by a registration begin elsewhere
- E•••• S••••••••• L•• to C••••••••• P••••••• G••••left Sep 28, 2022, registered Sep 22, 2022 (-6 days) · Affiliated broker-dealer or bank to independent RIA · moved with a team
- M•• I•••••••• S•••••••• L•• to E•••• S••••••••• L••left Jul 31, 2017, registered Sep 18, 2017 (49 days) · Other
- M•• F•••••••• S•••••••• I••• to M•• I•••••••• S•••••••• L••left Mar 25, 2017, registered Mar 25, 2017 (0 days) · corporate re-registration, not a move
Signals
- C•••••• B•••••• C•••••• left E•••• S••••••••• L•• for C••••••••• P••••••• G•••• (registered 2022-09-22)Sep 28, 2022 · Advisor changed firm · fact
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
- 11derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address