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 Naples Wealth Planning
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 |
|---|---|---|---|---|---|
| Andrew Joseph Krone | Imprint Wealth LLC independent RIA | Naples Wealth Planning independent RIA | RIA to RIA | Sep 30, 2024 | Jan 1, 2025 (93 d) |
| Craig Daniel Price | Imprint Wealth LLC independent RIA | Naples Wealth Planning no RAUM | RIA to a newly registered adviser | Sep 30, 2024 | Jun 25, 2024 |
| Michael J Iacampo | Imprint Wealth LLC independent RIA | Naples Wealth Planning independent RIA | RIA to RIA | Sep 30, 2024 | Jan 1, 2026 (458 d) |
| Nancy Zehr | Imprint Wealth LLC independent RIA | Naples Wealth Planning no RAUM | RIA to a newly registered adviser | Sep 30, 2024 | Jun 25, 2024 |
| Richard J Calhoun | Imprint Wealth LLC independent RIA | Naples Wealth Planning no RAUM | RIA to a newly registered adviser | Sep 30, 2024 | Jul 10, 2024 |
| Mackenzie C Rickman | Imprint Wealth LLC independent RIA | Naples Wealth Planning independent RIA | RIA to RIA | Sep 30, 2024 | Jan 1, 2025 (93 d) |
| Jenee C Peters | Imprint Wealth LLC independent RIA | Naples Wealth Planning independent RIA | RIA to RIA | Sep 30, 2024 | Nov 5, 2025 (401 d) |
| John Cimino | Imprint Wealth LLC independent RIA | Naples Wealth Planning independent RIA | RIA to RIA | Sep 30, 2024 | Dec 24, 2025 (450 d) |
| Nelson Pereira | Imprint Wealth LLC independent RIA | Naples Wealth Planning no RAUM | RIA to a newly registered adviser | Sep 30, 2024 | Jun 28, 2024 |
| Laurence Elliott Hulbert | Imprint Wealth LLC independent RIA | Naples Wealth Planning independent RIA | RIA to RIA | Sep 30, 2024 | Jan 1, 2026 (458 d) |
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10 moves match.