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 Dopkins 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 |
|---|---|---|---|---|---|
| Kevin Monheim | J.P. Morgan Securities LLC wirehouse | Dopkins Wealth Management, LLC independent RIA | Wirehouse to independent RIA | May 14, 2026 | Jun 5, 2026 |
| Robert Allen Canterbury | The Affinity Group, LLC independent RIA | Dopkins Wealth Management, LLC independent RIA | RIA to RIA | Aug 2, 2023 | Aug 4, 2023 |
| Joseph Patrick Bohen | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Dopkins Wealth Management, LLC independent RIA | Wirehouse to independent RIA | Jul 1, 2013 | Apr 20, 2021 (2850 d) |
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3 moves match.