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 Financial Integrity Advisors, 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 |
|---|---|---|---|---|---|
| Jaqueline Von Schadeck | Financial Integrity Advisors, LLC institutional | Impact Partnership Wealth, LLC independent RIA | Other | Jan 24, 2023 | Aug 14, 2023 (202 d) |
| Runya Nie | Financial Integrity Advisors, LLC institutional | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Other | Jan 24, 2023 | Jun 12, 2023 (139 d) |
| Paul John Pfeiffer | Financial Integrity Advisors, LLC institutional | Fsc Securities Corporation other | Other | Jan 22, 2014 | Nov 12, 2013 |
| Keith Jackson | Financial Integrity Advisors, LLC institutional | Charles Schwab & Co., Inc. national BD | Other | Aug 8, 2006 | Aug 3, 2006 |
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4 moves match.