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 Ria, 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.

AdvisorFromToTypeLeftRegistered
Shawn Mitchell DefoeIntegrity Ria, LLC independent RIAMeridian Wealth Management, LLC independent RIARIA to RIADec 31, 2025Nov 12, 2025
Jackie Lynn GoulasIntegrity Ria, LLC independent RIAMeridian Wealth Management, LLC independent RIARIA to RIADec 31, 2025Jan 5, 2026
Kristi Oquin PoolIntegrity Ria, LLC independent RIAArete Wealth Advisors, LLC BD affiliatedRIA to affiliated broker-dealer or bankJul 8, 2024Jul 25, 2024
William Curtis ButcherIntegrity Ria, LLC independent RIAStone Wealth Partners LLC independent RIARIA to RIAJun 17, 2020Apr 30, 2020
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4 moves match.