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 Cpr Investments Inc

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
Jose Maria ValenzuelaCpr Investments Inc independent RIAImpact Partnership Wealth, LLC independent RIARIA to RIAMar 10, 2026Mar 17, 2026
Julia Marie ValenzuelaCpr Investments Inc independent RIAImpact Partnership Wealth, LLC independent RIARIA to RIAMar 10, 2026Mar 12, 2026
Bart Francis DichiaroCpr Investments Inc independent RIADiscipline Wealth Solutions, Inc. independent RIARIA to RIAFeb 3, 2025Feb 4, 2025
Ernest Paul RispoliCpr Investments Inc independent RIADiscipline Wealth Solutions, Inc. independent RIARIA to RIAOct 30, 2024Oct 28, 2024
Renee Lynn CuchettiCpr Investments Inc independent RIADiscipline Wealth Solutions, Inc. independent RIARIA to RIAOct 24, 2024Oct 21, 2024
David Wayne FicarraCpr Investments Inc independent RIADiscipline Wealth Solutions, Inc. independent RIARIA to RIAOct 24, 2024Oct 22, 2024
Rodney Au YeungCpr Investments Inc independent RIADiscipline Wealth Solutions, Inc. independent RIARIA to RIAOct 24, 2024Jul 10, 2025 (259 d)
George Wesley JohnsonCpr Investments Inc independent RIADiscipline Wealth Solutions, Inc. independent RIARIA to RIAOct 24, 2024Jan 1, 2025 (69 d)
Bryan R ByrdCpr Investments Inc independent RIADiscipline Wealth Solutions, Inc. independent RIARIA to RIAOct 24, 2024Oct 22, 2024
Orlando Ismael LunaCpr Investments Inc independent RIADiscipline Wealth Solutions, Inc. independent RIARIA to RIAAug 23, 2024Aug 26, 2024
Jason Lee YoungCpr Investments Inc independent RIADiscipline Wealth Solutions, Inc. independent RIARIA to RIAAug 23, 2024Aug 23, 2024
William Joseph JoslynCpr Investments Inc independent RIADiscipline Wealth Solutions, Inc. independent RIARIA to RIAAug 23, 2024Aug 26, 2024
Joseph W PetryCpr Investments Inc independent RIADiscipline Wealth Solutions, Inc. independent RIARIA to RIAJul 30, 2024Aug 2, 2024
Daniel P OstlundCpr Investments Inc independent RIAPinkerton Wealth Partners independent RIARIA to RIAMar 7, 2023Mar 8, 2023
Matthew Carl PhilistineCpr Investments Inc independent RIATrustmont Advisory Group, Inc. BD affiliatedRIA to affiliated broker-dealer or bankSep 23, 2022Dec 12, 2022 (80 d)
Willis Don HeslepCpr Investments Inc independent RIABrookstone Asset Management, LLC independent RIARIA to RIAFeb 6, 2020Feb 7, 2020
Steven James SandbergCpr Investments Inc independent RIAIntegrity Alliance, LLC independent RIARIA to RIAApr 19, 2018May 3, 2018
David Joseph StellpflugCpr Investments Inc independent RIAPackerland Brokerage Services, Inc. otherOtherDec 31, 2009Jul 9, 2009
Kendra Kay SimonCpr Investments Inc independent RIAHbw Advisory Services LLC otherOtherDec 31, 2009Mar 1, 2010 (60 d)
Leonard David DebraberCpr Investments Inc independent RIAHbw Advisory Services LLC otherOtherDec 31, 2009Feb 18, 2010 (49 d)
Gregory Daresh JasickCpr Investments Inc independent RIAHbw Advisory Services LLC otherOtherDec 31, 2009Feb 18, 2010 (49 d)
Eric OhdeCpr Investments Inc independent RIAHbw Advisory Services LLC otherOtherDec 31, 2009Jan 21, 2010
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22 moves match.