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 Copeland Capital 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.

AdvisorFromToTypeLeftRegistered
Rob Roy KnowlesAmi Asset Management Corp independent RIACopeland Capital Management, LLC mixed wealthRIA to RIAJan 8, 2020Apr 16, 2026 (2290 d)
Jonathon Steven ForcheskieRBC Capital Markets, LLC national BDCopeland Capital Management, LLC mixed wealthAffiliated broker-dealer or bank to independent RIAOct 31, 2019Nov 8, 2019
Coby James SchwartzJanney Montgomery Scott LLC BD affiliatedCopeland Capital Management, LLC mixed wealthAffiliated broker-dealer or bank to independent RIAOct 18, 2019Oct 31, 2019
Neil William AdamsEaton Vance Management otherCopeland Capital Management, LLC mixed wealthOtherDec 3, 2015Jan 11, 2019 (1135 d)
Tyler Layton ChildsInvesco Advisers, Inc. otherCopeland Capital Management, LLC otherOtherSep 16, 2015Dec 8, 2015 (83 d)
Charles Michael BarrettM&T Securities, Inc. unclassifiedCopeland Capital Management, LLC otherOtherNov 12, 2010Apr 4, 2011 (143 d)
Robert Douglas LeiningerRorer Asset Management LLC unclassifiedCopeland Capital Management, LLC otherOtherJul 31, 2009Aug 7, 2009
Edward Crawley RorerRorer Asset Management LLC unclassifiedCopeland Capital Management, LLC otherOtherJul 31, 2009Feb 26, 2010 (210 d)
David Brian McgonigleRorer Asset Management LLC unclassifiedCopeland Capital Management, LLC otherOtherJul 31, 2009Feb 26, 2010 (210 d)
Mark William GiovannielloRorer Asset Management LLC unclassifiedCopeland Capital Management, LLC otherOtherJul 31, 2009Mar 9, 2010 (221 d)
James Cameron SpencerRorer Asset Management LLC unclassifiedCopeland Capital Management, LLC otherOtherJul 31, 2009Mar 9, 2010 (221 d)
Robin J. LaneLockwood Financial Services, Inc. unclassifiedCopeland Capital Management, LLC otherOtherJul 20, 2006Apr 2, 2014 (2813 d)
Eric Copeland BrownThe Colony Group, LLC unclassifiedCopeland Capital Management, LLC otherOtherJul 21, 2005Jul 19, 2005
Michael Joseph GebhardtMorgan Stanley Dw Inc. unclassifiedCopeland Capital Management, LLC mixed wealthOtherDec 15, 2004Nov 9, 2022 (6538 d)
Seth Paul HiekenThe Colony Group, LLC unclassifiedCopeland Capital Management, LLC otherOtherNov 15, 2004Jul 19, 2005 (246 d)
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15 moves match.