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 Correct Capital 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 |
|---|---|---|---|---|---|
| Justin H Volkmar | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Correct Capital Wealth Management, LLC independent RIA | Wirehouse to independent RIA | Jan 20, 2026 | Feb 3, 2026 |
| Alexa Koziol | Clayton Financial Group, LLC independent RIA | Correct Capital Wealth Management, LLC independent RIA | RIA to RIA | Aug 8, 2025 | Dec 16, 2025 (130 d) |
| Johnathan M Horman | Lanark Financial, Inc. independent RIA | Correct Capital Wealth Management, LLC independent RIA | RIA to RIA | Mar 11, 2025 | Apr 7, 2025 |
| Jordan Korte | Propartners Wealth state registered | Correct Capital Wealth Management, LLC independent RIA | Other | Nov 19, 2024 | Aug 7, 2024 |
| Ryan Joseph Potts | Barber Financial Group independent RIA | Correct Capital Wealth Management, LLC independent RIA | RIA to RIA | Jan 6, 2023 | Jan 12, 2023 |
| Colin Matthew Day | Retirement Plan Advisors, LLC mixed wealth | Correct Capital Wealth Management, LLC independent RIA | RIA to RIA | Jun 9, 2020 | Jul 21, 2020 (42 d) |
| Joseph Roman Anderson | Severin Investments LLC independent RIA | Correct Capital Wealth Management, LLC independent RIA | RIA to RIA | May 6, 2019 | Jul 5, 2019 (60 d) |
| Brian Isadore Pultman | Wells Fargo Advisors wirehouse | Correct Capital Wealth Management, LLC no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | Oct 2, 2018 | Oct 1, 2018 |
| John Vincent Biedenstein | Wells Fargo Advisors wirehouse | Correct Capital Wealth Management, LLC no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | Oct 2, 2018 | Sep 28, 2018 |
| Megan Elizabeth Rapplean | Wells Fargo Advisors wirehouse | Correct Capital Wealth Management, LLC no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | Jul 25, 2016 | Oct 1, 2018 (798 d) |
Page 1 of 1
10 moves match.