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 Ivy 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 |
|---|---|---|---|---|---|
| Ralph R Coppola | Ivy Wealth Management, Inc. independent RIA | The Patriot Financial Group, LLC independent RIA | RIA to RIA | Jun 30, 2021 | Mar 16, 2021 |
| Mark Damian Piccerelli | Ivy Wealth Management, Inc. independent RIA | The Patriot Financial Group, LLC independent RIA | RIA to RIA | Jun 30, 2021 | Mar 18, 2021 |
| Brad Michael Ingegneri | Ivy Wealth Management, Inc. independent RIA | The Patriot Financial Group, LLC independent RIA | RIA to RIA | Jun 30, 2021 | Mar 15, 2021 |
| Todd Sadwin | Ivy Wealth Management, Inc. independent RIA | The Patriot Financial Group, LLC independent RIA | RIA to RIA | Jun 30, 2021 | Mar 16, 2021 |
| John G Edwards | Ivy Wealth Management, Inc. independent RIA | Gt Investment Advisors, LLC unclassified | Other | Aug 22, 2017 | Mar 25, 2014 |
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5 moves match.