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 Integrity Advisory, 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 |
|---|---|---|---|---|---|
| Anthony Richard Moeller | Integrity Advisory, LLC no RAUM | Mn Wealth Advisors, LLC no RAUM | Other | Nov 7, 2023 | Feb 22, 2023 |
| Matthew Paul Ahrens | Integrity Advisory, LLC no RAUM | Mn Wealth Advisors, LLC no RAUM | Other | Nov 7, 2023 | Feb 22, 2023 |
| Scott Thomas Schaeffer | Integrity Advisory, LLC no RAUM | Mn Wealth Advisors, LLC no RAUM | Other | Nov 7, 2023 | Feb 22, 2023 |
| Christian Stromgren | Integrity Advisory, LLC independent RIA | Personal Capital Advisors Corporation independent RIA | RIA to RIA | Aug 13, 2019 | Nov 10, 2020 (455 d) |
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4 moves match.