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 Corepath Wealth Partners 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 |
|---|---|---|---|---|---|
| Richard Derek Schultenover | Corepath Wealth Partners LLC independent RIA | Salus Financial Advisors independent RIA | RIA to RIA | Mar 29, 2024 | Jan 1, 2026 (643 d) |
| Jesse Thomas Karich | Corepath Wealth Partners LLC independent RIA | Salus Financial Advisors no RAUM | RIA to a newly registered adviser | Mar 29, 2024 | Mar 18, 2024 |
| Colin Arthur Shepherd | Corepath Wealth Partners LLC independent RIA | Salus Financial Advisors no RAUM | RIA to a newly registered adviser | Mar 29, 2024 | May 3, 2024 (35 d) |
| Max S Jelle | Corepath Wealth Partners LLC independent RIA | Salus Financial Advisors independent RIA | RIA to RIA | Mar 29, 2024 | Jan 1, 2025 (278 d) |
| Maxwell Drexler | Corepath Wealth Partners LLC independent RIA | Wells Fargo Advisors wirehouse | RIA to wirehouse | Jul 2, 2021 | Dec 10, 2021 (161 d) |
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5 moves match.