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 Management, 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 |
|---|---|---|---|---|---|
| Douglas James Marcello | Edward Jones national BD | Core Wealth Management, Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 6, 2024 | Feb 15, 2024 |
| Ralph Taylor Rigler | Advice And Planning Services BD affiliated | Core Wealth Management, Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 19, 2022 | Nov 15, 2022 (119 d) |
| Andrew John Hackett | Osaic Fa, Inc. BD affiliated | Core Wealth Management, Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 16, 2019 | Oct 12, 2020 (454 d) |
| Todd M Schanel | Sagepoint Financial, Inc. other | Core Wealth Management, Inc. independent RIA | Other | Jul 30, 2012 | Jul 17, 2012 |
| Jacquelyn Adler Goldstick | Family First Financial Planning state registered | Core Wealth Management, Inc. independent RIA | Other | Jun 12, 2012 | Jul 23, 2012 (41 d) |
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5 moves match.