DFX Intelligence
RIA Intelligence
Advisor moves
Departures from Qp 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 |
|---|---|---|---|---|---|
| Aleco A Savvas | Qp Wealth Management, LLC independent RIA | S2 Capital Management state registered | RIA to a state-registered adviser | Mar 11, 2026 | Aug 12, 2026 (154 d) |
| Simon Kauppila | Qp Wealth Management, LLC independent RIA | S2 Capital Management state registered | RIA to a state-registered adviser | Mar 6, 2026 | Aug 12, 2026 (159 d) |
| Whitney Coates Struble | Qp Wealth Management, LLC independent RIA | Rockefeller Capital Management BD affiliated | RIA to affiliated broker-dealer or bank | May 2, 2022 | Jul 13, 2022 (72 d) |
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3 moves match.