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 Power Wealth Management

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.

AdvisorFromToTypeLeftRegistered
Desmond Eugene BlueMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehousePower Wealth Management independent RIAWirehouse to independent RIAAug 31, 2026Aug 31, 2026
Jordan Meurrier PedronClaro Advisors Inc. independent RIAPower Wealth Management independent RIARIA to RIAJun 23, 2026Jun 8, 2026
Christine Allen KopinMorgan Stanley wirehousePower Wealth Management independent RIAWirehouse to independent RIAApr 2, 2025May 1, 2025
Matthew Brian LambertFidelity Personal And Workplace Advisors BD affiliatedPower Wealth Management independent RIAAffiliated broker-dealer or bank to independent RIAApr 5, 2024Apr 11, 2024
Ian Joseph RiveroCalamos Wealth Management LLC independent RIAPower Wealth Management independent RIARIA to RIAMar 7, 2023Mar 23, 2023
Nicholas Andrew CoppolaMercer Global Advisors Inc. independent RIAPower Wealth Management independent RIARIA to RIANov 30, 2022Jun 8, 2023 (190 d)
Brett Andrew PowerThe Money Advisor Group, LLC independent RIAPower Wealth Management independent RIARIA to RIAAug 26, 2021Jun 24, 2021
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7 moves match.