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 The Coury Firm
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 |
|---|---|---|---|---|---|
| Christian Ordonez | Rockefeller Capital Management BD affiliated | The Coury Firm independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 26, 2025 | Feb 5, 2026 (41 d) |
| James Dejaeger | Innovia Wealth, LLC independent RIA | The Coury Firm independent RIA | RIA to RIA | Jun 18, 2025 | Feb 5, 2026 (232 d) |
| Trevor B Gulick-Stutz | Orion Portfolio Solutions, LLC BD affiliated | The Coury Firm independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 15, 2024 | Nov 29, 2024 |
| Craig Aaron Slaubaugh | Waldron Private Wealth independent RIA | The Coury Firm independent RIA | RIA to RIA | Aug 2, 2023 | Jun 4, 2024 (307 d) |
| Benjamin Cline Sims | Goldman Sachs Wealth Services, L.P. BD affiliated | The Coury Firm independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 8, 2023 | Mar 14, 2024 (400 d) |
| Paul David Coury | Coury Investment Advisors, Inc. unclassified | The Coury Firm no RAUM | Other | Jun 26, 2018 | Jun 23, 2018 |
| Anthony Shia Vargo | Coury Investment Advisors, Inc. unclassified | The Coury Firm no RAUM | Other | Jun 26, 2018 | Jun 23, 2018 |
| Gregg S. Coury | Coury Investment Advisors, Inc. unclassified | The Coury Firm no RAUM | Other | Jun 26, 2018 | Jun 23, 2018 |
| Kristin Marie Pearson | Coury Investment Advisors, Inc. unclassified | The Coury Firm independent RIA | Other | Jun 26, 2018 | Jun 25, 2018 |
| Craig William Montanye | Coury Investment Advisors, Inc. unclassified | The Coury Firm no RAUM | Other | Jun 26, 2018 | Jun 20, 2018 |
| Robertino Santino Coury | Coury Investment Advisors, Inc. unclassified | The Coury Firm no RAUM | Other | Jun 26, 2018 | Jun 23, 2018 |
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11 moves match.