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 Wealth Strategies, 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
Anita Lynne WigginsIntegrated Wealth Strategies, LLC independent RIARfg Advisory, LLC independent RIARIA to RIAMar 21, 2023Nov 1, 2021
Richard Aaron LewinsIntegrated Wealth Strategies, LLC independent RIARfg Advisory, LLC independent RIARIA to RIAMar 21, 2023Nov 2, 2021
Kira Leigh ScottIntegrated Wealth Strategies, LLC independent RIAColumbia Pacific Wealth Management independent RIARIA to RIAAug 8, 2018Jan 9, 2019 (154 d)
Eric Charles BoyceIntegrated Wealth Strategies, LLC independent RIABoyce & Associates Wealth Consulting, Inc. independent RIARIA to RIAJun 9, 2017Jun 6, 2017
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4 moves match.