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 Wealthcare Investment Partners 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 |
|---|---|---|---|---|---|
| Connor Joseph Morenzi | Eaton Vance Management asset manager | Wealthcare Investment Partners LLC independent RIA | Other | Jun 26, 2026 | Jul 14, 2026 |
| Derek Domoon Doo | LPL Financial LLC BD affiliated | Wealthcare Investment Partners LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 8, 2020 | Jul 1, 2020 |
| David Robert Mailloux | LPL Financial LLC independent RIA | Wealthcare Investment Partners LLC no RAUM | RIA to a newly registered adviser | Jul 13, 2018 | Jul 2, 2018 |
| Brian Norman Corriveau | LPL Financial LLC independent RIA | Wealthcare Investment Partners LLC no RAUM | RIA to a newly registered adviser | Jul 9, 2018 | Jul 2, 2018 |
| Russell Francis Winthrop | LPL Financial LLC independent RIA | Wealthcare Investment Partners LLC no RAUM | RIA to a newly registered adviser | Jul 9, 2018 | Jul 2, 2018 |
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5 moves match.