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 Copper Leaf Financial, 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 |
|---|---|---|---|---|---|
| Ashlee Solarczyk | Copper Leaf Financial, LLC independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Oct 20, 2025 | Nov 7, 2025 |
| Rebecca White Fetterman | Copper Leaf Financial, LLC independent RIA | M. Kraus & Company independent RIA | RIA to RIA | Feb 22, 2021 | Mar 12, 2021 |
Page 1 of 1
2 moves match.