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 Cpc Advisors, 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 |
|---|---|---|---|---|---|
| Zachary Owen Harris | Raymond James Financial Services Advisors, Inc BD affiliated | Cpc Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 19, 2024 | May 13, 2022 |
| Joshua Ben Voisine | Curi Capital, LLC independent RIA | Cpc Advisors, LLC independent RIA | RIA to RIA | Apr 25, 2024 | Apr 20, 2025 (360 d) |
| Sarah Benton Walker | Ameriprise Financial Services, LLC national BD | Cpc Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 19, 2024 | May 28, 2024 (70 d) |
| Patricia Ann Hayton | Raymond James Financial Services Advisors, Inc BD affiliated | Cpc Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 13, 2023 | Nov 3, 2022 |
| Daren Meliton Sexton | Raymond James Financial Services Advisors, Inc BD affiliated | Cpc Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 13, 2023 | Nov 3, 2022 |
| Geri Lynn Lanning | Raymond James Financial Services Advisors, Inc BD affiliated | Cpc Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 13, 2023 | Nov 3, 2022 |
| Brad Alan Harris | Raymond James Financial Services Advisors, Inc BD affiliated | Cpc Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 15, 2022 | May 19, 2022 |
| Timothy John Bellars | Raymond James Financial Services Advisors, Inc BD affiliated | Cpc Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 20, 2022 | May 23, 2022 |
| Claudia Puopolo Bellars | Raymond James Financial Services Advisors, Inc BD affiliated | Cpc Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 20, 2022 | May 23, 2022 |
| Axel John Bellars | Raymond James Financial Services Advisors, Inc BD affiliated | Cpc Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 20, 2022 | May 5, 2022 |
| Matthew Tracy Brinkley | Raymond James Financial Services Advisors, Inc BD affiliated | Cpc Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 3, 2021 | Dec 4, 2018 |
| Varun Kalyan Marneni | Raymond James Financial Services Advisors, Inc BD affiliated | Cpc Advisors, LLC other | Other | Oct 3, 2021 | May 12, 2015 |
| Nicholas Joseph Hughes | Raymond James & Associates, Inc. national BD | Cpc Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 12, 2021 | Aug 25, 2022 (409 d) |
| Trevor Kent Thompson | Securian Financial Services, Inc. other | Cpc Advisors, LLC other | Other | Jun 27, 2016 | May 3, 2017 (310 d) |
| David Griffin Hunter | Raymond James & Associates, Inc. national BD | Cpc Advisors, LLC other | Other | Jun 22, 2016 | Jul 26, 2016 (34 d) |
| Adele Versie Gipson | Transamerica Financial Advisors, LLC other | Cpc Advisors, LLC other | Other | May 28, 2008 | Jun 24, 2008 |
| Michael Joseph Mccool | Citigroup Global Markets Inc. other | Cpc Advisors, LLC other | Other | May 18, 2007 | Aug 21, 2007 (95 d) |
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17 moves match.