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 Cookson Peirce 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
Preston James PtakMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseCookson Peirce Wealth Management independent RIAWirehouse to independent RIAMay 14, 2026May 29, 2026
Jacob ImlingLPL Enterprise, LLC BD affiliatedCookson Peirce Wealth Management independent RIAAffiliated broker-dealer or bank to independent RIAMay 1, 2026Apr 28, 2026
Gregory Michael LiroStrategic Advisers LLC national BDCookson Peirce Wealth Management independent RIAAffiliated broker-dealer or bank to independent RIADec 17, 2025Dec 23, 2025
Brandon BergeronWealthview Capital, LLC independent RIACookson Peirce Wealth Management independent RIARIA to RIAJan 27, 2025Feb 12, 2025
Heath Austin BlackVoya Investment Management Co. LLC asset managerCookson Peirce Wealth Management independent RIAOtherJan 22, 2025May 6, 2025 (104 d)
Brian P ClineCitizens Securities, Inc. BD affiliatedCookson Peirce Wealth Management independent RIAAffiliated broker-dealer or bank to independent RIAApr 1, 2024Apr 10, 2024
Christian James PapazianFidelity Personal And Workplace Advisors BD affiliatedCookson Peirce Wealth Management independent RIAAffiliated broker-dealer or bank to independent RIAJan 10, 2023Mar 25, 2024 (440 d)
Nicole Leah WhiteCitizens Securities, Inc. BD affiliatedCookson Peirce Wealth Management independent RIAAffiliated broker-dealer or bank to independent RIAMar 31, 2022Jul 15, 2025 (1202 d)
Timothy Douglass JohnsSymons Capital Management Inc independent RIACookson Peirce Wealth Management independent RIARIA to RIADec 31, 2021Apr 4, 2022 (94 d)
Katharine PerryFort Pitt Capital Group, LLC independent RIACookson Peirce Wealth Management independent RIARIA to RIADec 16, 2021Jan 3, 2022
Aaron Christopher GatesCetera Advisors LLC BD affiliatedCookson Peirce Wealth Management independent RIAAffiliated broker-dealer or bank to independent RIAOct 15, 2018Jan 18, 2019 (95 d)
Scott Bryan OrosMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseCookson Peirce Wealth Management otherOtherJul 3, 2017Jul 11, 2017
Janelle Marie WoodsJfs Wealth Advisors, LLC otherCookson Peirce Wealth Management otherOtherJun 25, 2015Aug 4, 2015 (40 d)
Daniel James MeyersPnc Wealth Management otherCookson Peirce Wealth Management otherOtherJul 17, 2013Aug 23, 2013 (37 d)
Christian Matthew BrownAdvice And Planning Services otherCookson Peirce Wealth Management otherOtherDec 23, 2008Mar 27, 2009 (94 d)
Jason Alan HitchmanFirst Commonwealth Financial Advisors, Inc. otherCookson Peirce Wealth Management otherOtherNov 26, 2007Aug 29, 2006
Richard Tobias CarlinVictory Capital Management Inc. otherCookson Peirce Wealth Management otherOtherNov 12, 2004Aug 28, 2008 (1385 d)
Luke OneillGoldman Sachs Wealth Services, L.P. otherCookson Peirce Wealth Management independent RIAOtherMay 24, 2004Jun 11, 2018 (5131 d)
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18 moves match.