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 Canopy Wealth Management

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.

AdvisorFromToTypeLeftRegistered
Chad Frederick WingCanopy Wealth Management independent RIAPetrichor Asset Management LLC unclassifiedOtherJun 3, 2025Jul 15, 2024
Dustin Elliott BruttonCanopy Wealth Management independent RIACerity Partners LLC independent RIARIA to RIAJun 3, 2025Jun 11, 2025
Alexander David MitchellCanopy Wealth Management independent RIACerity Partners LLC independent RIARIA to RIAJun 3, 2025Jun 11, 2025
Drew Louis KootmanCanopy Wealth Management independent RIAPetrichor Asset Management LLC unclassifiedOtherJun 3, 2025Jul 11, 2024
Kelly Elizabeth MeyerCanopy Wealth Management independent RIACerity Partners LLC independent RIARIA to RIAJun 3, 2025Jun 12, 2025
Johnathon J CampionCanopy Wealth Management independent RIACerity Partners LLC independent RIARIA to RIAJun 3, 2025Jun 12, 2025
Joseph MayoneCanopy Wealth Management independent RIAFarther independent RIARIA to RIAMar 27, 2025Mar 20, 2025
Scott Owen ConwellCanopy Wealth Management independent RIAHarbour Investments, Inc. independent RIARIA to RIAJan 23, 2024Jan 29, 2024
Richard Edward MidaCanopy Wealth Management independent RIAPalatine Hill Wealth Management independent RIARIA to RIAFeb 24, 2022Mar 1, 2022
Page 1 of 1
9 moves match.