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 Core Wealth Partners 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Alfred Wayne Slayton | Western International Securities BD affiliated | Core Wealth Partners LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | May 10, 2024 | Jun 18, 2024 (39 d) |
| Gerard Paul Gloisten | Western International Securities BD affiliated | Core Wealth Partners LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Dec 31, 2022 | Oct 13, 2022 |
| Adam Senator Wiatrak | Western International Securities BD affiliated | Core Wealth Partners LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Dec 31, 2022 | Oct 11, 2022 |
| Nathaniel Frederic Holden | Holden Hall Wealth Management unclassified | Core Wealth Partners LLC no RAUM | Other | Dec 31, 2022 | Sep 28, 2022 |
| Michael John Hall | Western International Securities BD affiliated | Core Wealth Partners LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Aug 5, 2022 | Sep 28, 2022 (54 d) |
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5 moves match.