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 Napier Financial
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 |
|---|---|---|---|---|---|
| Thomas Hastings Fletcher | U.S. Financial Advisors independent RIA | Napier Financial no RAUM | RIA to a newly registered adviser | Jul 25, 2025 | Jul 21, 2025 |
| John Paul Napolitano | Great Valley Advisor Group, LLC independent RIA | Napier Financial no RAUM | RIA to a newly registered adviser | Jul 25, 2025 | Jul 21, 2025 |
| Adam J Dani | U.S. Financial Advisors independent RIA | Napier Financial no RAUM | RIA to a newly registered adviser | Jul 25, 2025 | Jul 21, 2025 |
| Alexander Gregory Weiss | U.S. Financial Advisors independent RIA | Napier Financial no RAUM | RIA to a newly registered adviser | Jul 25, 2025 | Jul 21, 2025 |
| Robert Christopher Napolitano | U.S. Financial Advisors independent RIA | Napier Financial no RAUM | RIA to a newly registered adviser | Jul 25, 2025 | Jul 21, 2025 |
| Thomas William Schulte | U.S. Financial Advisors independent RIA | Napier Financial independent RIA | RIA to RIA | Jul 25, 2025 | Aug 26, 2025 (32 d) |
| Dante Marco Coppola | U.S. Financial Advisors independent RIA | Napier Financial no RAUM | RIA to a newly registered adviser | Jul 25, 2025 | Jul 21, 2025 |
| Anne Nicole Gouthro | U.S. Financial Advisors independent RIA | Napier Financial no RAUM | RIA to a newly registered adviser | Jul 25, 2025 | Jul 21, 2025 |
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8 moves match.