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 Wealth Health, 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Richard Nmn Coppa | Wealth Health, LLC independent RIA | Mariner BD affiliated | RIA to affiliated broker-dealer or bank | Apr 14, 2020 | Apr 1, 2020 |
| Donna Marie Sabatino | Wealth Health, LLC independent RIA | Mariner BD affiliated | RIA to affiliated broker-dealer or bank | Apr 14, 2020 | Apr 1, 2020 |
| Darin Patrick Gartland | Wealth Health, LLC independent RIA | Mariner BD affiliated | RIA to affiliated broker-dealer or bank | Apr 14, 2020 | Apr 1, 2020 |
| James Joseph Di Gesu | Wealth Health, LLC independent RIA | Belpointe Asset Management LLC independent RIA | RIA to RIA | Mar 25, 2019 | Mar 27, 2024 (1829 d) |
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4 moves match.