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 Citrin Cooperman 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.

AdvisorFromToTypeLeftRegistered
Laura A. HearnRwa Wealth Partners independent RIACitrin Cooperman Wealth Management, LLC independent RIARIA to RIAMay 11, 2026Jun 30, 2026 (50 d)
Frank L WasheleskyOrba Wealth Advisors, LLC independent RIACitrin Cooperman Wealth Management, LLC independent RIARIA to RIAOct 31, 2025Nov 25, 2025
Michael Spero FurlaLPL Financial LLC BD affiliatedCitrin Cooperman Wealth Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIAAug 5, 2025Nov 25, 2025 (112 d)
Hannah Jill CashOxford Financial Group, Ltd independent RIACitrin Cooperman Wealth Management, LLC independent RIARIA to RIAMar 17, 2025Jan 1, 2026 (290 d)
Kristen Paige KirklandOxford Financial Group, Ltd independent RIACitrin Cooperman Wealth Management, LLC independent RIARIA to RIAAug 2, 2024Nov 26, 2025 (481 d)
Paul StagiasFrancis Financial independent RIACitrin Cooperman Wealth Management, LLC independent RIARIA to RIAFeb 25, 2022Mar 22, 2022
Michaela Mae McdonaldAlbert Investments, LLC independent RIACitrin Cooperman Wealth Management, LLC independent RIARIA to RIADec 14, 2021Mar 22, 2022 (98 d)
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7 moves match.