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 The Coury Firm
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 |
|---|---|---|---|---|---|
| Craig Aaron Slaubaugh | The Coury Firm independent RIA | Entrewealth independent RIA | RIA to RIA | Jan 10, 2025 | Jul 26, 2026 (562 d) |
| Robertino Santino Coury | The Coury Firm independent RIA | Linepoint Partners & Co. no RAUM | RIA to a newly registered adviser | Oct 14, 2024 | Jan 3, 2025 (81 d) |
| Anthony Shia Vargo | The Coury Firm independent RIA | J.P. Morgan Securities LLC wirehouse | RIA to wirehouse | Nov 7, 2019 | Jan 27, 2023 (1177 d) |
| Jonathan Dane | The Coury Firm independent RIA | Defiant Capital Group state registered | RIA to a state-registered adviser | Oct 9, 2019 | Aug 12, 2020 (308 d) |
| Kristin Marie Pearson | The Coury Firm independent RIA | Invicta Advisors LLC no RAUM | RIA to a newly registered adviser | Oct 31, 2018 | Nov 16, 2018 |
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5 moves match.