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

Departures from Cookson Peirce Wealth Management

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.

AdvisorFromToTypeLeftRegistered
Michael Patrick DoyleCookson Peirce Wealth Management independent RIAMariner BD affiliatedRIA to affiliated broker-dealer or bankJan 8, 2026Jan 6, 2026
Brian P ClineCookson Peirce Wealth Management independent RIAEdward Jones national BDRIA to affiliated broker-dealer or bankJan 5, 2026Apr 30, 2026 (115 d)
Brandon BergeronCookson Peirce Wealth Management independent RIAAmeriprise Financial Services, LLC national BDRIA to affiliated broker-dealer or bankJun 13, 2025Oct 3, 2025 (112 d)
Katharine PerryCookson Peirce Wealth Management independent RIAKestra Advisory Services, LLC BD affiliatedRIA to affiliated broker-dealer or bankJul 23, 2024Jul 9, 2024
Jason Alan HitchmanCookson Peirce Wealth Management otherHefren-Tillotson, Inc. otherOtherDec 8, 2011Dec 9, 2011
Michael Ralph TrainorCookson Peirce Wealth Management otherTrainor Consulting state registeredOtherOct 14, 2010Mar 15, 2022 (4170 d)
Alphonse Steven WeberCookson Peirce Wealth Management otherHefren-Tillotson, Inc. otherOtherOct 27, 2009Oct 12, 2009
Richard Tobias CarlinCookson Peirce Wealth Management otherPnc Wealth Management otherOtherFeb 13, 2009Nov 5, 2012 (1361 d)
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8 moves match.