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 Cpr Investments Inc
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 |
|---|---|---|---|---|---|
| Christopher Andrew Crawford | Pruco Securities, LLC BD affiliated | Cpr Investments Inc independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 11, 2024 | Apr 3, 2024 |
| Robert Burns Ausdal | Ausdal Financial Partners, Inc. independent RIA | Cpr Investments Inc independent RIA | RIA to RIA | Dec 6, 2023 | Dec 2, 2023 |
| Ernest Paul Rispoli | Primerica Advisors national BD | Cpr Investments Inc independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 6, 2023 | Sep 5, 2023 |
| Bart Francis Dichiaro | Primerica Advisors national BD | Cpr Investments Inc independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 24, 2023 | Aug 23, 2023 |
| Matthew Carl Philistine | Sequent Planning, LLC independent RIA | Cpr Investments Inc independent RIA | RIA to RIA | Apr 13, 2022 | Apr 20, 2022 |
| Daniel P Ostlund | Tactive Advisors, LLC independent RIA | Cpr Investments Inc independent RIA | RIA to RIA | Mar 17, 2022 | Mar 8, 2022 |
| Rodney Au Yeung | Aegis Wealth Management, Inc. independent RIA | Cpr Investments Inc independent RIA | RIA to RIA | Oct 13, 2021 | Oct 13, 2021 |
| George Wesley Johnson | LPL Financial LLC BD affiliated | Cpr Investments Inc independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 9, 2020 | Jul 8, 2021 (211 d) |
| Patricia Ivette Gomez | First Advisors National, LLC independent RIA | Cpr Investments Inc independent RIA | RIA to RIA | Oct 2, 2020 | Sep 28, 2022 (726 d) |
| Joseph Brian Childrey | Ausdal Financial Partners, Inc. independent RIA | Cpr Investments Inc independent RIA | RIA to RIA | Nov 8, 2019 | Nov 15, 2023 (1468 d) |
| Willis Don Heslep | Alphastar Capital Management independent RIA | Cpr Investments Inc independent RIA | RIA to RIA | Feb 27, 2019 | Feb 1, 2019 |
| Joseph Henry Borchers | Secure Investment Management, LLC independent RIA | Cpr Investments Inc independent RIA | RIA to RIA | Jul 24, 2018 | Aug 13, 2018 |
| Bobby L Burns | Avantax Advisory Services BD affiliated | Cpr Investments Inc independent RIA | Affiliated broker-dealer or bank to independent RIA | May 18, 2018 | May 9, 2018 |
| Jose Maria Valenzuela | Mid Atlantic Financial Management, Inc. other | Cpr Investments Inc independent RIA | Other | Oct 16, 2017 | Oct 20, 2017 |
| Adam John Simon | Hbw Advisory Services LLC other | Cpr Investments Inc independent RIA | Other | Jun 14, 2017 | Jun 15, 2017 |
| Steven James Sandberg | Isc Advisors, Inc. other | Cpr Investments Inc independent RIA | Other | Jun 9, 2017 | Jan 26, 2018 (231 d) |
| John Anthony Perko | Hbw Advisory Services LLC other | Cpr Investments Inc independent RIA | Other | Jun 9, 2017 | Apr 13, 2020 (1039 d) |
| Kendra Kay Simon | Hbw Advisory Services LLC other | Cpr Investments Inc independent RIA | Other | Jun 9, 2017 | Jan 1, 2025 (2763 d) |
| David Wayne Ficarra | Capital Markets Iq, LLC other | Cpr Investments Inc independent RIA | Other | Feb 27, 2017 | Feb 28, 2017 |
| James Richard Arnholt | Kcd Financial, Inc. other | Cpr Investments Inc independent RIA | Other | Nov 1, 2016 | Jul 13, 2017 (254 d) |
| Renee Lynn Cuchetti | Next Financial Group, Inc. other | Cpr Investments Inc independent RIA | Other | Jul 5, 2016 | Jul 7, 2016 |
| Fred William Freimark | Hbw Advisory Services LLC other | Cpr Investments Inc independent RIA | Other | Apr 5, 2016 | Apr 4, 2016 |
| Janell Laulean Denk | Hbw Advisory Services LLC other | Cpr Investments Inc independent RIA | Other | Apr 4, 2016 | Jan 1, 2025 (3194 d) |
| Bruce Robert Denk | Hbw Advisory Services LLC other | Cpr Investments Inc independent RIA | Other | Apr 4, 2016 | Apr 8, 2016 |
| John Robert Fawcett | First Advisors National, LLC other | Cpr Investments Inc independent RIA | Other | Feb 1, 2016 | Feb 8, 2016 |
| Bryan R Byrd | Hbw Advisory Services LLC other | Cpr Investments Inc independent RIA | Other | Dec 31, 2015 | Jan 5, 2016 |
| Gary Lynn Lloyd | Hbw Advisory Services LLC other | Cpr Investments Inc independent RIA | Other | Dec 31, 2015 | Jan 1, 2026 (3654 d) |
| Orlando Ismael Luna | Hbw Advisory Services LLC other | Cpr Investments Inc independent RIA | Other | Dec 31, 2015 | Feb 9, 2016 (40 d) |
| Kristin Michelle Menz-Yianni | Hbw Advisory Services LLC other | Cpr Investments Inc independent RIA | Other | Dec 2, 2015 | Jan 20, 2016 (49 d) |
| Lance Burton Whitney | Hbw Advisory Services LLC other | Cpr Investments Inc independent RIA | Other | Nov 16, 2015 | Sep 29, 2025 (3605 d) |
| Joseph J Larocca | Hbw Advisory Services LLC other | Cpr Investments Inc independent RIA | Other | Nov 4, 2015 | Apr 11, 2017 (524 d) |
| Justin Paul Reinhold | Hbw Advisory Services LLC other | Cpr Investments Inc independent RIA | Other | Sep 24, 2015 | Oct 1, 2015 |
| Charles Paul Reinhold | Hbw Advisory Services LLC other | Cpr Investments Inc independent RIA | Other | Sep 23, 2015 | Apr 6, 2010 |
| David Joseph Stellpflug | American General Securities Incorporated unclassified | Cpr Investments Inc independent RIA | Other | Jul 30, 2004 | Jun 23, 2008 (1424 d) |
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34 moves match.