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 Integer Wealth Advisors Group, 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 |
|---|---|---|---|---|---|
| William James Artzerounian | Integer Wealth Advisors Group, LLC independent RIA | Ritholtz Wealth Management independent RIA | RIA to RIA | Jul 21, 2021 | May 10, 2021 |
| Saverio Nicholas Paglioni | Integer Wealth Advisors Group, LLC independent RIA | Jfs Wealth Advisors, LLC independent RIA | RIA to RIA | Jul 8, 2021 | Aug 2, 2021 |
| Thomas A Foglia | Integer Wealth Advisors Group, LLC independent RIA | Jfs Wealth Advisors, LLC independent RIA | RIA to RIA | Jul 8, 2021 | Jul 16, 2021 |
| Charles John Nesmith | Integer Wealth Advisors Group, LLC other | Berman Capital Advisors, LLC independent RIA | Other | Jul 15, 2016 | Jan 7, 2020 (1271 d) |
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4 moves match.