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 Topel & Distasi Wealth Management, LLC
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 |
|---|---|---|---|---|---|
| Nancy Wright Cooper | Mindful Money independent RIA | Topel & Distasi Wealth Management, LLC independent RIA | RIA to RIA | Jan 25, 2019 | Jan 1, 2025 (2168 d) |
| Jarrett Bruce Topel | LPL Financial LLC other | Topel & Distasi Wealth Management, LLC no RAUM | Other | Mar 3, 2017 | Jan 23, 2017 |
| Gavin Lowery Distasi | LPL Financial LLC other | Topel & Distasi Wealth Management, LLC no RAUM | Other | Mar 3, 2017 | Jan 23, 2017 |
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3 moves match.