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 Core Wealth Advisors
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 |
|---|---|---|---|---|---|
| Thomas Joseph Farrer | An Exceptional Life Financial, LLC independent RIA | Core Wealth Advisors independent RIA | RIA to RIA | Oct 29, 2024 | Jan 22, 2025 (85 d) |
| Bradley Allin Good | Strategic Advisers LLC national BD | Core Wealth Advisors independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 8, 2011 | Apr 21, 2011 (44 d) |
| Joby Patrick Norris | Strategic Advisers LLC national BD | Core Wealth Advisors independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 20, 2010 | Apr 21, 2011 (183 d) |
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3 moves match.