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 Corestates Capital 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 |
|---|---|---|---|---|---|
| Peter Walfreid Quigley | Renvyle Partners, LLC unclassified | Corestates Capital Advisors, LLC other | Other | Mar 12, 2026 | May 5, 2011 |
| Stephen David Schmidt | Family Office Group LLC unclassified | Corestates Capital Advisors, LLC other | Other | Jul 7, 2011 | Jul 27, 2011 |
| Julie Denten Kelly | Bny Mellon Securities Corporation other | Corestates Capital Advisors, LLC other | Other | Jun 10, 2008 | Jun 2, 2008 |
| Robert Scott Pulsifer | Mycio Wealth Partners, LLC other | Corestates Capital Advisors, LLC other | Other | Mar 19, 2008 | Jan 24, 2008 |
| Robert Michael Mcdevitt | Equitable Advisors, LLC national BD | Corestates Capital Advisors, LLC other | Other | May 23, 2007 | Jan 26, 2012 (1709 d) |
| Kenneth Charles Coniglio | Wells Fargo Advisors wirehouse | Corestates Capital Advisors, LLC other | Other | Jan 23, 2006 | Jan 23, 2006 |
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6 moves match.