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 Integral Wealth Management
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 |
|---|---|---|---|---|---|
| Kristen Marinovic | Integral Wealth Management independent RIA | Equinox Wealth Management state registered | RIA to a state-registered adviser | Feb 25, 2019 | Jan 15, 2019 |
| David William Jackson | Integral Wealth Management independent RIA | Silverback Financial state registered | RIA to a state-registered adviser | Dec 26, 2018 | Dec 26, 2018 |
| William Luther Rackley | Integral Wealth Management independent RIA | Perigon Wealth Management, LLC independent RIA | RIA to RIA | Dec 21, 2018 | Jul 8, 2021 (930 d) |
| Pamela G Miller-Gonzales | Integral Wealth Management independent RIA | Scf Investment Advisors, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Dec 7, 2018 | Dec 11, 2018 |
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4 moves match.