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 Intervest International, Inc.

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
Timothy Kevin O'BrienIntervest International, Inc. independent RIAAusdal Financial Partners, Inc. independent RIARIA to RIAMar 19, 2025Oct 2, 2024
David Michael SmithIntervest International, Inc. independent RIAAusdal Financial Partners, Inc. independent RIARIA to RIAMar 19, 2025Oct 29, 2024
Kim Leon CowdellIntervest International, Inc. independent RIAAusdal Financial Partners, Inc. independent RIARIA to RIANov 15, 2024Nov 4, 2024
Michael Dale GuilliattIntervest International, Inc. independent RIAAusdal Financial Partners, Inc. independent RIARIA to RIANov 15, 2024Nov 19, 2024
Jeffrey Stephen GeraciIntervest International, Inc. independent RIAAusdal Financial Partners, Inc. independent RIARIA to RIANov 15, 2024Oct 22, 2024
John Francis CarrIntervest International, Inc. independent RIAAusdal Financial Partners, Inc. independent RIARIA to RIANov 15, 2024Oct 28, 2024
John David WashnockIntervest International, Inc. independent RIAAusdal Financial Partners, Inc. independent RIARIA to RIANov 15, 2024Oct 28, 2024
James Daniel WashnockIntervest International, Inc. independent RIAAusdal Financial Partners, Inc. independent RIARIA to RIANov 15, 2024Oct 28, 2024
Paul Douglas MclemoreIntervest International, Inc. independent RIAAusdal Financial Partners, Inc. independent RIARIA to RIANov 15, 2024Mar 3, 2026 (473 d)
Travis Michael MooreIntervest International, Inc. independent RIAAusdal Financial Partners, Inc. independent RIARIA to RIANov 15, 2024Oct 28, 2024
David Michael SmithIntervest International, Inc. independent RIAAusdal Financial Partners, Inc. independent RIARIA to RIANov 15, 2024Oct 25, 2024
Sean Robert RomeroIntervest International, Inc. independent RIAAusdal Financial Partners, Inc. independent RIARIA to RIANov 15, 2024Oct 29, 2024
Michael Patrick GeraciIntervest International, Inc. independent RIAAusdal Financial Partners, Inc. independent RIARIA to RIANov 15, 2024May 8, 2025 (174 d)
Zachary Keith CowdellIntervest International, Inc. independent RIAAusdal Financial Partners, Inc. independent RIARIA to RIANov 15, 2024Oct 24, 2024
Jonathan Eric EllefsonIntervest International, Inc. independent RIAAusdal Financial Partners, Inc. independent RIARIA to RIANov 14, 2024Oct 31, 2024
Michael J. BunzelIntervest International, Inc. independent RIAStonewater Wealth Management, Inc. independent RIARIA to RIAJul 5, 2024Jul 3, 2024
Trevor BennettIntervest International, Inc. independent RIARaymond James & Associates, Inc. national BDRIA to affiliated broker-dealer or bankSep 5, 2023Sep 14, 2023
Stephen Alan ColavitoIntervest International, Inc. independent RIAOsaic Wealth, Inc. BD affiliatedRIA to affiliated broker-dealer or bankAug 1, 2023Aug 4, 2023
Kevin Peter ZebrowskiIntervest International, Inc. independent RIARegal Investment Advisors LLC BD affiliatedRIA to affiliated broker-dealer or bankJun 27, 2023Jun 27, 2023
Robert EspositoIntervest International, Inc. independent RIARegal Investment Advisors LLC BD affiliatedRIA to affiliated broker-dealer or bankJun 27, 2023Jun 27, 2023
Jon Christopher VingeIntervest International, Inc. independent RIAKestra Advisory Services, LLC BD affiliatedRIA to affiliated broker-dealer or bankJun 6, 2023Jun 7, 2023
John Harvey DoneyIntervest International, Inc. independent RIAKestra Advisory Services, LLC BD affiliatedRIA to affiliated broker-dealer or bankJun 6, 2023Jun 6, 2023
Jacob Michael ForscheinIntervest International, Inc. independent RIAKestra Advisory Services, LLC BD affiliatedRIA to affiliated broker-dealer or bankJun 6, 2023Jun 6, 2023
Mark Edward RameyIntervest International, Inc. independent RIALPL Financial LLC BD affiliatedRIA to affiliated broker-dealer or bankMay 24, 2023Jan 2, 2025 (589 d)
William Conway FryeIntervest International, Inc. independent RIAFamilywealth no RAUMOtherDec 2, 2022Sep 27, 2017
James Gordon MillerIntervest International, Inc. independent RIAAscentis Independent Advisors, LLC independent RIARIA to RIANov 9, 2022Aug 26, 2022
Daniel Francis DilasciaIntervest International, Inc. independent RIABase Wealth Management no RAUMRIA to a newly registered adviserOct 19, 2022Oct 20, 2022
Sean Michael KoschoIntervest International, Inc. independent RIABase Wealth Management no RAUMRIA to a newly registered adviserOct 3, 2022Oct 3, 2022
Kevin Scott BachmannIntervest International, Inc. independent RIACape Investment Advisory, Inc. independent RIARIA to RIAAug 2, 2022Oct 14, 2022 (73 d)
Douglas Blake HortnessIntervest International, Inc. independent RIAFbd Asset Mgmt no RAUMRIA to a newly registered adviserNov 3, 2020Jan 5, 2021 (63 d)
Todd Anthony MathisonIntervest International, Inc. independent RIAFbd Asset Mgmt no RAUMRIA to a newly registered adviserNov 3, 2020Dec 23, 2020 (50 d)
Lucas Jon PetersonIntervest International, Inc. independent RIAFbd Asset Mgmt no RAUMRIA to a newly registered adviserNov 3, 2020Dec 23, 2020 (50 d)
Nicholas John SchlagheckIntervest International, Inc. independent RIALincoln Investment BD affiliatedRIA to affiliated broker-dealer or bankJun 29, 2020Jun 26, 2020
Kevin Robert MillerIntervest International, Inc. independent RIASystelligence, LLC asset managerOtherDec 31, 2019Jun 1, 2026 (2344 d)
Elizabeth C BertelsenIntervest International, Inc. independent RIAAccurate Wealth Management, LLC independent RIARIA to RIASep 4, 2019Sep 4, 2019
Trevor T TaylorIntervest International, Inc. independent RIAAccurate Wealth Management, LLC independent RIARIA to RIASep 4, 2019Sep 4, 2019
Luke HopkinsIntervest International, Inc. independent RIAMML Investors Services, LLC BD affiliatedRIA to affiliated broker-dealer or bankAug 14, 2019Sep 20, 2019 (37 d)
Gregg Arthur GuintaIntervest International, Inc. independent RIAAccurate Wealth Management, LLC independent RIARIA to RIAJul 16, 2019Jul 12, 2019
Jason Palomares LavariasIntervest International, Inc. independent RIAAe Wealth Management, LLC independent RIARIA to RIANov 27, 2018Dec 13, 2018
Steven Jeffrey MahlerIntervest International, Inc. independent RIAIc Advisory Services, Inc. BD affiliatedRIA to affiliated broker-dealer or bankJun 18, 2018Jun 15, 2018
Mark Ronald OsleboIntervest International, Inc. independent RIAIc Advisory Services, Inc. BD affiliatedRIA to affiliated broker-dealer or bankMay 18, 2018May 4, 2018
John Lawrence SciancaleporeIntervest International, Inc. otherIc Advisory Services, Inc. otherOtherDec 20, 2017Dec 15, 2017
Michael William MandarinoIntervest International, Inc. otherG. A. Repple & Company otherOtherNov 1, 2017Nov 1, 2017
Jonathan Hunter BoydIntervest International, Inc. otherTidal Creek Capital Advisors independent RIAOtherAug 4, 2017Aug 3, 2017
Adam Jose SaldanaIntervest International, Inc. otherBelpointe Asset Management LLC otherOtherDec 9, 2016Dec 13, 2016
David P HaverstickIntervest International, Inc. otherAbles, Iannone, Moore & Associates, Inc. otherOtherNov 1, 2016Nov 2, 2016
Jolyn ChappellIntervest International, Inc. otherFirst Advisors National, LLC otherOtherNov 1, 2016Nov 4, 2016
Mark Allen Jerome GuilliattIntervest International, Inc. otherAfsc Advisors, Inc state registeredOtherJul 18, 2016May 27, 2016
Christopher Bryan MiseIntervest International, Inc. otherIndependent Advisor Alliance, LLC otherOtherJun 15, 2015Jun 12, 2015
Michael Thomas KarbouskiIntervest International, Inc. otherPortico Financial Group, LLC state registeredOtherOct 1, 2013Oct 8, 2013
Michael KozlowIntervest International, Inc. otherEdward Jones national BDOtherAug 29, 2013Apr 9, 2021 (2780 d)
Charles Robert TaylorIntervest International, Inc. otherWorld Equity Group, Inc. otherOtherMar 1, 2013Mar 5, 2013
Jeffrey Scott MarkewichIntervest International, Inc. otherSpire Wealth Management, LLC otherOtherMay 2, 2012May 11, 2012
Timothy Jon FinkelstonIntervest International, Inc. otherLPL Financial LLC otherOtherMay 12, 2011May 2, 2011
Nancy Ann BriguglioIntervest International, Inc. otherStratos Wealth Partners, Ltd otherOtherDec 20, 2010Dec 23, 2010
Christopher John BruceIntervest International, Inc. otherMorgan Stanley wirehouseOtherNov 12, 2010Dec 7, 2010
Robert Ronald CourserIntervest International, Inc. otherKalos Management otherOtherFeb 4, 2008Feb 1, 2008
Raymond Joseph FilorimoIntervest International, Inc. otherKovack Advisors, Inc. otherOtherJun 18, 2007Oct 17, 2007 (121 d)
Kevin William CampbellIntervest International, Inc. otherLincoln Financial Distributors, Inc. unclassifiedOtherJan 25, 2007Jan 23, 2008 (363 d)
Dennis Rodney WoodIntervest International, Inc. otherGunnallen Financial, Inc unclassifiedOtherNov 7, 2005Nov 2, 2005
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66 moves match.