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 Integris Wealth Management, 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 |
|---|---|---|---|---|---|
| Allison Mosher Barrientos | Integris Wealth Management, LLC independent RIA | Modern Wealth Management, LLC independent RIA | RIA to RIA | Mar 23, 2026 | Sep 4, 2026 (165 d) |
| Kenneth David Cranstone | Integris Wealth Management, LLC independent RIA | Three Sheep Wealth Management, LLC state registered | RIA to a state-registered adviser | Mar 5, 2025 | Apr 25, 2025 (51 d) |
| Kyle David Wilhelm | Integris Wealth Management, LLC independent RIA | Switchpoint Financial Planning LLC independent RIA | RIA to RIA | Oct 4, 2021 | Sep 29, 2021 |
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3 moves match.