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 Integrated Capital Management, Inc.
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 |
|---|---|---|---|---|---|
| Peter Zabiegala | Integrated Capital Management, Inc. independent RIA | Northern Trust Investments, Incorporated asset manager | Other | Sep 11, 2024 | Dec 6, 2024 (86 d) |
| Joseph Constantine Bonacci | Integrated Capital Management, Inc. other | Next Financial Group, Inc. BD affiliated | Other | May 30, 2017 | Jun 6, 2022 (1833 d) |
| Mark Phillips | Integrated Capital Management, Inc. other | Lewis Asset Management other | Other | Mar 15, 2013 | Jun 10, 2017 (1548 d) |
| Donald Paul Williamson | Integrated Capital Management, Inc. other | Asco Financial Group, Inc. other | Other | Mar 1, 2013 | Jun 19, 2009 |
Page 1 of 1
4 moves match.