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 Insight Wealth Strategies, LP
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 |
|---|---|---|---|---|---|
| Anthony Robert Luppi | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Insight Wealth Strategies, LP independent RIA | Wirehouse to independent RIA | Apr 4, 2023 | Apr 4, 2023 |
| Donald Dean Mccormick | J. W. Cole Advisors, Inc. other | Insight Wealth Strategies, LP other | Other | Aug 7, 2009 | Oct 26, 2009 (80 d) |
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2 moves match.