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 Copperwynd Financial

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
David Blane DaughtreyCopperwynd Financial independent RIALido independent RIARIA to RIAJul 25, 2025Jun 13, 2025
Deborah KerrCopperwynd Financial independent RIALido independent RIARIA to RIAJul 25, 2025Jun 16, 2025
Erick Scot NewtonCopperwynd Financial independent RIALido independent RIARIA to RIAJun 16, 2025Jun 13, 2025
Myra K AlportCopperwynd Financial independent RIALido independent RIARIA to RIAJun 16, 2025Jun 13, 2025
Jacob O EggettCopperwynd Financial independent RIALido independent RIARIA to RIAJun 16, 2025Jun 13, 2025
Corrina Elizabeth OlsonCopperwynd Financial independent RIALido independent RIARIA to RIAJun 16, 2025Jun 13, 2025
Javier JimenezCopperwynd Financial independent RIALido independent RIARIA to RIAJun 16, 2025Jun 13, 2025
Aaron Lawrence LoveCopperwynd Financial independent RIALido independent RIARIA to RIAJun 16, 2025Jun 17, 2025
Amy Clingenpeel DiamondCopperwynd Financial independent RIANarus Financial Partners, LLC independent RIARIA to RIAMay 10, 2022Jun 2, 2022
Douglas Marc SingerCopperwynd Financial otherAshlay Asset Management Group, Inc. unclassifiedOtherNov 7, 2008Feb 11, 2009 (96 d)
Bruce Alan MeyerCopperwynd Financial otherBeacon Pointe Wealth Advisors, LLC otherOtherJun 28, 2007Mar 24, 2011 (1365 d)
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11 moves match.