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 Cora Capital Advisors
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 |
|---|---|---|---|---|---|
| James A Longo | Osaic Wealth, Inc. BD affiliated | Cora Capital Advisors independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 11, 2025 | Sep 9, 2025 |
| Mark Wander | American Portfolios Advisors, Inc BD affiliated | Cora Capital Advisors no RAUM | Other | Dec 31, 2022 | Mar 29, 2022 |
| Raymond Giunta | American Portfolios Advisors, Inc BD affiliated | Cora Capital Advisors no RAUM | Other | Dec 31, 2022 | Mar 29, 2022 |
| Justin Hewins | American Portfolios Advisors, Inc BD affiliated | Cora Capital Advisors no RAUM | Other | Dec 31, 2022 | Mar 30, 2022 |
| Joshua Woodford | American Portfolios Advisors, Inc BD affiliated | Cora Capital Advisors no RAUM | Other | Dec 31, 2022 | Mar 29, 2022 |
| Michael Corley | American Portfolios Advisors, Inc BD affiliated | Cora Capital Advisors no RAUM | Other | Dec 31, 2022 | Mar 29, 2022 |
| Salvatore John Cocivera | Copper Beech Wealth Management other | Cora Capital Advisors no RAUM | Other | Dec 3, 2010 | Mar 29, 2022 (4134 d) |
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7 moves match.