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 Financial Corporation

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.

AdvisorFromToTypeLeftRegistered
Gabriel S BoruffIntegrity Financial Corporation independent RIASavvy independent RIARIA to RIAAug 31, 2026Sep 17, 2026
Sarah Jhaleh ArcherIntegrity Financial Corporation independent RIAVincimus Capital, LLC independent RIARIA to RIAApr 13, 2026May 7, 2026
Steven David KarkennyIntegrity Financial Corporation independent RIAKanan Advisors state registeredRIA to a state-registered adviserSep 29, 2025Sep 30, 2025
Taylor Christian SniderIntegrity Financial Corporation independent RIAKanan Advisors state registeredRIA to a state-registered adviserSep 29, 2025Nov 17, 2025 (49 d)
Adam Michael AnschultzIntegrity Financial Corporation independent RIAKanan Advisors state registeredRIA to a state-registered adviserMay 12, 2025Jul 28, 2026 (442 d)
Jeremy Daniel CumbeeIntegrity Financial Corporation independent RIAMission Wealth Management, LP independent RIARIA to RIAApr 14, 2025Apr 22, 2025
Lockwood Pool HolmesIntegrity Financial Corporation independent RIAVincimus Capital, LLC no RAUMRIA to a newly registered adviserNov 11, 2022Jun 17, 2022
Andrew James MesconIntegrity Financial Corporation independent RIABallast Rock Private Wealth independent RIARIA to RIASep 1, 2022Nov 4, 2022 (64 d)
Christopher Joseph RiboliIntegrity Financial Corporation independent RIARoot Financial Partners independent RIARIA to RIANov 11, 2021Nov 18, 2021
Reid Satoru Sakata KitagawaIntegrity Financial Corporation independent RIAKanso Capital state registeredRIA to a state-registered adviserNov 11, 2021Jan 3, 2022 (53 d)
Jordan Allen TuchekIntegrity Financial Corporation independent RIAIndependent Financial Group, LLC BD affiliatedRIA to affiliated broker-dealer or bankApr 8, 2021Sep 30, 2021 (175 d)
Jason Michael ThonssenIntegrity Financial Corporation independent RIAColdstream Wealth Management independent RIARIA to RIADec 23, 2020May 7, 2021 (135 d)
Michael David Josiah Van PuttenIntegrity Financial Corporation independent RIAEden Group unclassifiedOtherSep 9, 2020Sep 22, 2020
Daniels Petera Dels VoyteshonockIntegrity Financial Corporation independent RIAOppenheimer & Co. Inc. BD affiliatedRIA to affiliated broker-dealer or bankJun 14, 2019Jun 5, 2019
Keith Aaron McbrideIntegrity Financial Corporation independent RIAKeith Mcbride Financial Services Inc. state registeredRIA to a state-registered adviserApr 5, 2019Jul 16, 2020 (468 d)
Daniel Clark BlakeyIntegrity Financial Corporation independent RIABroadside Wealth no RAUMRIA to a newly registered adviserFeb 22, 2019Aug 7, 2026 (2723 d)
Michael Alan FordIntegrity Financial Corporation independent RIAMML Investors Services, LLC BD affiliatedRIA to affiliated broker-dealer or bankJan 23, 2019Apr 27, 2021 (825 d)
Erik C BloomfeldtIntegrity Financial Corporation otherInsight Financial state registeredOtherMar 17, 2017Mar 16, 2017
Marc Lawrence DelphineIntegrity Financial Corporation otherEquality Funds, Inc. unclassifiedOtherAug 23, 2013Nov 21, 2013 (90 d)
Bradley Ronald GerberdingIntegrity Financial Corporation otherRoyal Fund Management, LLC otherOtherNov 12, 2009May 28, 2014 (1658 d)
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20 moves match.