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 Corepath Wealth 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 |
|---|---|---|---|---|---|
| Tina Meyer | Stratos Wealth Partners, Ltd BD affiliated | Corepath Wealth Partners LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 25, 2025 | Aug 11, 2025 (47 d) |
| Alfred Cameron Hunt | Edward Jones national BD | Corepath Wealth Partners LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | May 10, 2024 | May 8, 2024 |
| Maxwell Drexler | Morgan Stanley wirehouse | Corepath Wealth Partners LLC independent RIA | Wirehouse to independent RIA | Nov 25, 2020 | Dec 22, 2020 |
| Mark Alan Bonnett | Securian Financial Services, Inc. BD affiliated | Corepath Wealth Partners LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Jan 23, 2019 | Feb 4, 2019 |
| Richard Derek Schultenover | Securian Financial Services, Inc. BD affiliated | Corepath Wealth Partners LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Dec 31, 2018 | Jan 29, 2019 |
| Jacqueline Marie Battista | Ameriprise Financial Services, LLC national BD | Corepath Wealth Partners LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Dec 20, 2018 | Jan 29, 2019 (40 d) |
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6 moves match.