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 Coquina Private Wealth 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.

AdvisorFromToTypeLeftRegistered
Walter Francis MortimerRaymond James Financial Services Advisors, Inc BD affiliatedCoquina Private Wealth Advisors no RAUMAffiliated broker-dealer or bank to a newly registered adviserMar 31, 2025Mar 3, 2025
Leah Ronnell Van WelieRaymond James Financial Services Advisors, Inc BD affiliatedCoquina Private Wealth Advisors no RAUMAffiliated broker-dealer or bank to a newly registered adviserMar 31, 2025Mar 5, 2025
Laura Louise AmendolaRaymond James Financial Services Advisors, Inc BD affiliatedCoquina Private Wealth Advisors no RAUMAffiliated broker-dealer or bank to a newly registered adviserMar 31, 2025Mar 17, 2025
Joseph Percival WilliamsRaymond James Financial Services Advisors, Inc BD affiliatedCoquina Private Wealth Advisors no RAUMAffiliated broker-dealer or bank to a newly registered adviserMar 31, 2025Mar 6, 2025
Shannon Cree SappRaymond James Financial Services Advisors, Inc BD affiliatedCoquina Private Wealth Advisors no RAUMAffiliated broker-dealer or bank to a newly registered adviserMar 31, 2025Mar 10, 2025
Stephen Gerard CookRaymond James Financial Services Advisors, Inc BD affiliatedCoquina Private Wealth Advisors no RAUMAffiliated broker-dealer or bank to a newly registered adviserMar 31, 2025Mar 6, 2025
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6 moves match.