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, 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 |
|---|---|---|---|---|---|
| Michael Edward Scott | J. W. Cole Advisors, Inc. BD affiliated | Core Wealth Advisors, Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 17, 2026 | Apr 29, 2026 |
| Holly Day Kelley | Cps Investment Advisors independent RIA | Core Wealth Advisors, Inc. independent RIA | RIA to RIA | Jan 17, 2019 | Jan 4, 2021 (718 d) |
| Michael John Ehlenbeck | Cps Investment Advisors independent RIA | Core Wealth Advisors, Inc. other | Other | Nov 15, 2018 | Jun 5, 2017 |
| Eric Wayne Powell | Thrivent Investment Management Inc. other | Core Wealth Advisors, Inc. other | Other | May 25, 2017 | Jun 5, 2017 |
| Charles Taylor Foss | Calton & Associates, Inc. other | Core Wealth Advisors, Inc. no RAUM | Other | Mar 31, 2015 | Mar 12, 2015 |
| Nathan Harold Dunham | Calton & Associates, Inc. other | Core Wealth Advisors, Inc. no RAUM | Other | Mar 31, 2015 | Mar 12, 2015 |
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6 moves match.