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 Dopkins Wealth Management, LLC

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
Ryan Clayton SmithDopkins Wealth Management, LLC independent RIAWaterford Advisors, LLC independent RIARIA to RIADec 12, 2025Dec 17, 2025
Paul Kenneth DinicolantonioDopkins Wealth Management, LLC independent RIAHightower Advisors, LLC BD affiliatedRIA to affiliated broker-dealer or bankJun 15, 2024Jun 26, 2024
Joseph Patrick BohenDopkins Wealth Management, LLC independent RIACadaret Grant & Co Inc BD affiliatedRIA to affiliated broker-dealer or bankAug 5, 2021Aug 16, 2021
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3 moves match.