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 Copperwood Financial
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 |
|---|---|---|---|---|---|
| John Ross Crawford | Horizon Wealth Management independent RIA | Copperwood Financial independent RIA | RIA to RIA | Feb 4, 2025 | Feb 3, 2025 |
| Paidemoyo Brian Charasika | American Capital Management, Inc. state registered | Copperwood Financial independent RIA | Other | Oct 28, 2022 | Jan 12, 2024 (441 d) |
| Lawrence Edward Gatz | Significant Wealth Partners LLC independent RIA | Copperwood Financial independent RIA | RIA to RIA | Dec 11, 2020 | Oct 15, 2020 |
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3 moves match.