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 Investment Strategies,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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Derek Moises Robertson | Integrated Investment Strategies,Inc. independent RIA | Securities America Advisors, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Feb 8, 2019 | Jan 28, 2021 (720 d) |
| Andrew Joseph Verdeyen | Integrated Investment Strategies,Inc. independent RIA | Cambridge Investment Research Advisors, Inc. other | Other | May 6, 2016 | May 3, 2016 |
| Derek Moises Robertson | Integrated Investment Strategies,Inc. independent RIA | Money Concepts Advisory Service other | Other | Mar 13, 2007 | Mar 28, 2007 |
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3 moves match.