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 Cordasco Financial Network, 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
Lawrence David ShawCordasco Financial Network, Inc. no RAUMMercer Global Advisors Inc. independent RIAOtherJul 12, 2022Mar 29, 2022
Dennis Michael JablonoskiCordasco Financial Network, Inc. no RAUMMercer Global Advisors Inc. independent RIAOtherJul 12, 2022Mar 31, 2022
Stephen Frederick CordascoCordasco Financial Network, Inc. no RAUMAndrew Garrett, Inc. otherOtherJul 12, 2022Mar 20, 2012
John Taylor WalkerCordasco Financial Network, Inc. no RAUMWisdom Planning, LLC no RAUMOtherJul 12, 2022Oct 24, 2019
Ryan Matthew FlurerCordasco Financial Network, Inc. no RAUMWisdom Planning, LLC no RAUMOtherJul 12, 2022Oct 1, 2014
Evan M SalterCordasco Financial Network, Inc. no RAUMMercer Global Advisors Inc. independent RIAOtherJul 12, 2022May 22, 2024 (680 d)
Timothy Frederick JosephCordasco Financial Network, Inc. no RAUMWisdom Planning, LLC no RAUMOtherApr 22, 2022Oct 13, 2017
Desiree A. ReilCordasco Financial Network, Inc. independent RIAEmpower Advisory Group, LLC otherOtherDec 17, 2021Mar 15, 2022 (88 d)
Brian Robert HillsbergCordasco Financial Network, Inc. independent RIACitizens Securities, Inc. BD affiliatedRIA to affiliated broker-dealer or bankDec 15, 2021May 8, 2023 (509 d)
Christopher Michael GibbonsCordasco Financial Network, Inc. independent RIAWisdom Planning, LLC no RAUMOtherSep 10, 2018Oct 24, 2017
Jason MardinlyCordasco Financial Network, Inc. otherWisdom Planning, LLC no RAUMOtherJul 7, 2017Feb 28, 2014
Joshua Dale Kelley DuvallCordasco Financial Network, Inc. otherJoshua Duvall Financial Planning & Accounting, LLC state registeredOtherSep 19, 2016Apr 18, 2017 (211 d)
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12 moves match.