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 Cope Connelly
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 |
|---|---|---|---|---|---|
| Joseph Martin Landesman | Ml Venture Group LLC unclassified | Cope Connelly independent RIA | Other | Jul 23, 2025 | Jul 23, 2024 |
| Stephen Olaleye Adekeye | Theeli Wealth LLC unclassified | Cope Connelly independent RIA | Other | Nov 29, 2022 | Feb 2, 2023 (65 d) |
| Hsuan Wang | Commonwealth Financial Network national BD | Cope Connelly independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 13, 2022 | Jul 14, 2022 (31 d) |
| Luis Alonso Corrales | Invst, LLC independent RIA | Cope Connelly independent RIA | RIA to RIA | Mar 5, 2021 | Dec 9, 2020 |
| Joseph Michael Cope | Invst, LLC independent RIA | Cope Connelly independent RIA | RIA to RIA | Dec 17, 2020 | Feb 24, 2021 (69 d) |
| Kevin Patrick Cope | Hcm Wealth independent RIA | Cope Connelly independent RIA | RIA to RIA | Oct 14, 2020 | Dec 10, 2024 (1518 d) |
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6 moves match.