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 Copley Financial Group, 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 |
|---|---|---|---|---|---|
| Richard A Fertig | Davenport & Associates, Inc. unclassified | Copley Financial Group, Inc. independent RIA | Other | Dec 31, 2025 | Mar 18, 2026 (77 d) |
| Scott Zardenetta | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Copley Financial Group, Inc. independent RIA | Wirehouse to independent RIA | Apr 1, 2025 | Apr 24, 2025 |
| Alan Thomas Bunce | Charles Schwab & Co., Inc. national BD | Copley Financial Group, Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 10, 2024 | Aug 1, 2024 (204 d) |
| David Carl Magee | Magee Thomson Investment Partners, LLC other | Copley Financial Group, Inc. independent RIA | Other | Sep 25, 2017 | Oct 24, 2025 (2951 d) |
| Matthew David Copley | Gradient Advisors, LLC other | Copley Financial Group, Inc. independent RIA | Other | Jun 14, 2016 | Jun 15, 2016 |
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5 moves match.