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
Arrivals at Alphacore Capital 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 |
|---|---|---|---|---|---|
| Carl Robinson Adams | Delphi Private Advisors independent RIA | Alphacore Capital LLC independent RIA | RIA to RIA | Mar 20, 2018 | May 1, 2018 (42 d) |
| Brett James Upper | Daniel Wealth Advisors other | Alphacore Capital LLC other | Other | Dec 4, 2017 | Jun 21, 2016 |
| Marc Christopher Seward | Enviso Capital, LLC other | Alphacore Capital LLC other | Other | Dec 22, 2016 | Jan 10, 2017 |
| Dirk Joseph Harris | D&B Capital Management LLC unclassified | Alphacore Capital LLC other | Other | Dec 8, 2014 | Aug 4, 2015 (239 d) |
| Brian David Marvin | Marvin & Palmer Associates other | Alphacore Capital LLC independent RIA | Other | Dec 31, 2012 | May 7, 2021 (3049 d) |
| Vincent Emil Zupo | Bradford & Marzec, LLC other | Alphacore Capital LLC independent RIA | Other | Nov 7, 2012 | Apr 14, 2023 (3810 d) |
| James Michael Johnston | Woodbury Financial Services, Inc. other | Alphacore Capital LLC independent RIA | Other | Sep 29, 2010 | Jan 1, 2025 (5208 d) |
Page 2 of 2Previous
67 moves match.