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 Correct Capital Wealth Management, 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 |
|---|---|---|---|---|---|
| Alexa Koziol | Correct Capital Wealth Management, LLC independent RIA | Focus Advisor Solutions, LLC independent RIA | RIA to RIA | May 19, 2026 | Jun 14, 2026 |
| Cherry Qian Ohms | Correct Capital Wealth Management, LLC independent RIA | Belpointe Asset Management LLC independent RIA | RIA to RIA | May 13, 2025 | Dec 15, 2025 (216 d) |
| Colin Matthew Day | Correct Capital Wealth Management, LLC independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Feb 4, 2025 | Feb 28, 2025 |
| John Jacinto Zata | Correct Capital Wealth Management, LLC independent RIA | Simplexus Wealth Management state registered | RIA to a state-registered adviser | Jun 24, 2024 | Jun 26, 2026 (732 d) |
| Joseph Roman Anderson | Correct Capital Wealth Management, LLC independent RIA | Integrity Advisory Solutions independent RIA | RIA to RIA | Mar 11, 2024 | Mar 20, 2024 |
| Megan Elizabeth Rapplean | Correct Capital Wealth Management, LLC independent RIA | Moneta Group Investment Advisors, LLC independent RIA | RIA to RIA | Feb 24, 2020 | Feb 28, 2020 |
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6 moves match.