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 Core Wealth Management, 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Douglas James Marcello | Core Wealth Management, Inc. independent RIA | Edward Jones national BD | RIA to affiliated broker-dealer or bank | Aug 11, 2026 | Aug 7, 2026 |
| Ralph Taylor Rigler | Core Wealth Management, Inc. independent RIA | Q3 Advisors, LLC no RAUM | Other | Jun 30, 2023 | Jan 1, 2026 (916 d) |
| Andrew John Hackett | Core Wealth Management, Inc. independent RIA | Focus Partners Wealth, LLC independent RIA | RIA to RIA | Nov 8, 2022 | Dec 6, 2022 |
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3 moves match.