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
Departures from Integrated Wealth Counsel, 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 |
|---|---|---|---|---|---|
| Michael Anthony Lambrecht | Integrated Wealth Counsel, LLC other | Iwc Asset Management LLC independent RIA | Other | Dec 21, 2016 | May 30, 2018 (525 d) |
| Gretchen Marie Hostetter | Integrated Wealth Counsel, LLC other | E*Trade Capital Management, LLC other | Other | Jan 15, 2015 | Jun 13, 2016 (515 d) |
| Christie Marie Whitney | Integrated Wealth Counsel, LLC other | Rebalance LLC other | Other | Sep 5, 2014 | Jul 28, 2016 (692 d) |
| Jeremy Daniel Curtis | Integrated Wealth Counsel, LLC other | Avidian Wealth Solutions independent RIA | Other | Mar 3, 2014 | Dec 7, 2020 (2471 d) |
| Yuka Okawa Marosek | Integrated Wealth Counsel, LLC other | Lee Financial Group Hawaii, Inc. other | Other | Nov 13, 2013 | Jan 8, 2014 (56 d) |
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5 moves match.