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 Eversource Wealth Advisors, 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 |
|---|---|---|---|---|---|
| Eric Thomas Koeplin | Eversource Wealth Advisors, LLC independent RIA | Innovest Portfolio Solutions LLC no RAUM | Other | Apr 1, 2026 | Jun 16, 2026 (76 d) |
| Madelyn G Hogeland | Eversource Wealth Advisors, LLC independent RIA | Ameriprise Financial Services, LLC national BD | RIA to affiliated broker-dealer or bank | Aug 20, 2025 | Feb 26, 2026 (190 d) |
| David William Young | Eversource Wealth Advisors, LLC independent RIA | Clarion Wealth Management Partners no RAUM | RIA to a newly registered adviser | Mar 31, 2025 | Mar 31, 2025 |
| Christian Robert Polito | Eversource Wealth Advisors, LLC independent RIA | Clarion Wealth Management Partners no RAUM | RIA to a newly registered adviser | Mar 31, 2025 | Mar 31, 2025 |
| Kelly Leann Conner Haslbeck | Eversource Wealth Advisors, LLC independent RIA | Clarion Wealth Management Partners no RAUM | RIA to a newly registered adviser | Mar 31, 2025 | Mar 31, 2025 |
| Nicholas Hart | Eversource Wealth Advisors, LLC independent RIA | Clarion Wealth Management Partners no RAUM | RIA to a newly registered adviser | Mar 31, 2025 | Mar 31, 2025 |
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6 moves match.