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 Coker & Palmer
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 |
|---|---|---|---|---|---|
| Loreli Ann Ghee | Coker & Palmer independent RIA | Moors & Cabot, Inc BD affiliated | RIA to affiliated broker-dealer or bank | Jul 29, 2026 | Jul 20, 2026 |
| Julie Coopwood Carpenter | Coker & Palmer independent RIA | Moors & Cabot, Inc BD affiliated | RIA to affiliated broker-dealer or bank | Jul 17, 2026 | Jul 17, 2026 |
| Claire Cofer Friedrichs | Coker & Palmer independent RIA | Moors & Cabot, Inc BD affiliated | RIA to affiliated broker-dealer or bank | Jul 17, 2026 | Jul 20, 2026 |
| Michael Peter Miller | Coker & Palmer independent RIA | Moors & Cabot, Inc BD affiliated | RIA to affiliated broker-dealer or bank | Jul 17, 2026 | Jul 17, 2026 |
| Bobby Joe Miles | Coker & Palmer independent RIA | Moors & Cabot, Inc BD affiliated | RIA to affiliated broker-dealer or bank | Jul 17, 2026 | Jul 17, 2026 |
| Nathan Lewis Wood | Coker & Palmer independent RIA | Moors & Cabot, Inc BD affiliated | RIA to affiliated broker-dealer or bank | Jul 17, 2026 | Jul 17, 2026 |
| David William Poland | Coker & Palmer independent RIA | Commonwealth Financial Network national BD | RIA to affiliated broker-dealer or bank | Jun 25, 2025 | Jun 2, 2025 |
| Elizabeth Williams Reeves | Coker & Palmer independent RIA | Commonwealth Financial Network national BD | RIA to affiliated broker-dealer or bank | Jun 25, 2025 | Jun 2, 2025 |
| Micheal Allen Byers | Coker & Palmer independent RIA | Commonwealth Financial Network national BD | RIA to affiliated broker-dealer or bank | Jun 25, 2025 | Jun 2, 2025 |
| David Satterfield Morse | Coker & Palmer independent RIA | Element Wealth, LLC independent RIA | RIA to RIA | May 2, 2025 | May 16, 2025 |
| Kyle Frank Graffagnini | Coker & Palmer independent RIA | Newedge Advisors BD affiliated | RIA to affiliated broker-dealer or bank | Oct 9, 2023 | Aug 20, 2026 (1046 d) |
| Phillip Crowell Burnett | Coker & Palmer independent RIA | Resolute Wealth Strategies, LLC no RAUM | RIA to a newly registered adviser | Jul 28, 2022 | Aug 15, 2022 |
| Charles Warwick Alley | Coker & Palmer independent RIA | Resolute Wealth Strategies, LLC no RAUM | RIA to a newly registered adviser | Jul 28, 2022 | Jul 26, 2022 |
| Michael A Puckett | Coker & Palmer independent RIA | Resolute Wealth Strategies, LLC no RAUM | RIA to a newly registered adviser | Jul 28, 2022 | Aug 15, 2022 |
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14 moves match.