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 Integra Capital 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| David Keel | Integra Capital Advisors independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Apr 5, 2022 | Apr 5, 2022 |
| Thomas Herman Breiter | Integra Capital Advisors independent RIA | Ffp Advisory Services Inc unclassified | Other | Apr 5, 2022 | Nov 17, 1994 |
| John Michael Hinkson | Integra Capital Advisors independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Apr 5, 2022 | Apr 5, 2022 |
| Charles Bradley Campbell | Integra Capital Advisors independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Apr 5, 2022 | Apr 13, 2022 |
| Andrew M Gipson | Integra Capital Advisors independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Apr 5, 2022 | Apr 5, 2022 |
| Joseph Samuelson | Integra Capital Advisors independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Apr 5, 2022 | Apr 5, 2022 |
| Geoffrey H Niebaum | Integra Capital Advisors independent RIA | Mendel Capital Management, Inc. independent RIA | RIA to RIA | Feb 12, 2020 | Feb 7, 2020 |
| Robert William Frailey | Integra Capital Advisors independent RIA | Rwf Wealth Management LLC state registered | RIA to a state-registered adviser | Jul 10, 2019 | Jul 2, 2019 |
| John Laurence Zimnik | Integra Capital Advisors independent RIA | Ernst & Young Investment Advisers Llp no RAUM | Other | Jan 2, 2019 | Apr 14, 2021 (833 d) |
| Cari Lamontagne | Integra Capital Advisors independent RIA | Morgan Stanley wirehouse | RIA to wirehouse | Jul 2, 2018 | Jul 26, 2018 |
| John Joseph Campbell | Integra Capital Advisors other | Aviance Capital Partners LLC other | Other | Oct 30, 2017 | Dec 8, 2017 (39 d) |
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11 moves match.