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 Copiam Wealth Management, LLC
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 |
|---|---|---|---|---|---|
| Jusmeet Virmani | Copiam Wealth Management, LLC state registered | Symphony Retirement Partners LLC state registered | Other | Dec 20, 2024 | Dec 4, 2024 |
| Walter Vincent Nelson | Copiam Wealth Management, LLC state registered | Park Avenue Securities LLC BD affiliated | Other | Dec 12, 2018 | Apr 29, 2019 (138 d) |
Page 1 of 1
2 moves match.