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 Asset 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 |
|---|---|---|---|---|---|
| Kenneth None Himmler | Integrated Asset Management, LLC other | One Wealth Map, LLC no RAUM | Other | Dec 23, 2015 | Aug 27, 2014 |
| Lynne Ann Witmer | Integrated Asset Management, LLC other | Southport Capital other | Other | Dec 11, 2014 | Jun 30, 2014 |
| Page Mojgan Khalajestani | Integrated Asset Management, LLC other | Profectus Wealth Management unclassified | Other | May 17, 2013 | Jun 6, 2013 |
| David George Szabo | Integrated Asset Management, LLC other | Trustmont Advisory Group, Inc. other | Other | Oct 13, 2004 | Nov 9, 2004 |
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4 moves match.