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 Fintegra, 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.

Advisor	From	To	Type	Left	Registered
Doreen Lea Weber	Fintegra, LLC other	Investment Centers Of America, Inc. other	Other	Dec 31, 2015	May 31, 2016 (152 d)
Julia Anne Falletta Dinkel	Fintegra, LLC other	Edward Jones national BD	Other	Sep 11, 2015	Dec 2, 2015 (82 d)
Michael Remer Hammersmith	Fintegra, LLC other	Ameritas Advisory Services other	Other	Sep 11, 2015	Oct 2, 2015
Andrew Merchant	Fintegra, LLC other	Balefire, LLC other	Other	Sep 11, 2015	Aug 31, 2017 (720 d)
Aaron James Mayfield	Fintegra, LLC other	Edward Jones national BD	Other	Sep 11, 2015	Mar 29, 2016 (200 d)
Brian Scott Jansen	Fintegra, LLC other	Securities America Advisors, Inc. other	Other	Sep 10, 2015	Aug 28, 2015
Gregory Emil Britsch	Fintegra, LLC other	Securities America Advisors, Inc. BD affiliated	Other	Sep 10, 2015	Jul 2, 2020 (1757 d)
Deborah Lorraine Bluhm	Fintegra, LLC other	Gradient Wealth Management other	Other	Sep 10, 2015	Oct 29, 2015 (49 d)
Robert James Finnegan	Fintegra, LLC other	Sagepoint Financial, Inc. other	Other	Sep 10, 2015	Oct 23, 2015 (43 d)
Mark Alan Terwilliger	Fintegra, LLC other	Allstate Financial Advisors, LLC no RAUM	Other	Aug 28, 2015	Jan 27, 2017 (518 d)
James Milne Provencher	Fintegra, LLC other	Sagepoint Financial, Inc. other	Other	Aug 28, 2015	Aug 24, 2015
Jasper Carl Schanna	Fintegra, LLC other	Sagepoint Financial, Inc. other	Other	Aug 19, 2015	Aug 21, 2015
Lee Michael Turek	Fintegra, LLC other	First Midwest Investments state registered	Other	Aug 18, 2015	Jan 1, 2026 (3789 d)
Susan Anne Schaufele	Fintegra, LLC other	Foothill Securities, Inc. other	Other	Aug 14, 2015	Sep 3, 2015
Mark Steven Wildeman	Fintegra, LLC other	Waddell & Reed other	Other	Aug 14, 2015	Aug 14, 2015
Bryon Edward Meyer	Fintegra, LLC other	Gradient Wealth Management other	Other	Aug 11, 2015	Aug 19, 2015
Jerome Joseph Hunsanger	Fintegra, LLC other	Centaurus Financial, Inc. other	Other	Aug 6, 2015	Aug 5, 2015
Brian Robert Bickett	Fintegra, LLC other	Ameriprise Financial Services, LLC national BD	Other	Aug 6, 2015	Aug 6, 2015
Daniel Gaines	Fintegra, LLC other	Securities America Advisors, Inc. other	Other	Aug 4, 2015	Aug 14, 2015
Michael James Farrington	Fintegra, LLC other	Gradient Wealth Management other	Other	Jul 31, 2015	Mar 23, 2017 (601 d)
Zachary Lawrence Hockert	Fintegra, LLC other	Sagepoint Financial, Inc. other	Other	Jul 31, 2015	Aug 3, 2016 (369 d)
Melissa Deanne Rimsky	Fintegra, LLC other	Valic Financial Advisors, Inc. other	Other	Jul 29, 2015	Sep 24, 2015 (57 d)
Jeffrey Dean Partridge	Fintegra, LLC other	Compass Financial Advisors LLC other	Other	Jul 28, 2015	Dec 12, 2007
Michael Moonsoo Goff	Fintegra, LLC other	Securities America Advisors, Inc. other	Other	Jul 27, 2015	Jul 16, 2015
Bernard G Barrow	Fintegra, LLC other	Securities America Advisors, Inc. other	Other	Jul 27, 2015	Jul 14, 2015
Lisa Dorothy Berg	Fintegra, LLC other	Securities America Advisors, Inc. other	Other	Jul 27, 2015	Jul 22, 2015
Timothy Asche	Fintegra, LLC other	Securities America Advisors, Inc. other	Other	Jul 27, 2015	Jul 16, 2015
Ryan Michael Carruth	Fintegra, LLC other	Securities America Advisors, Inc. other	Other	Jul 27, 2015	Jul 20, 2015
Gary James Oie	Fintegra, LLC other	Securities America Advisors, Inc. other	Other	Jul 27, 2015	Jul 20, 2015
Matthew G Brakefield	Fintegra, LLC other	Securities America Advisors, Inc. other	Other	Jul 27, 2015	Jul 7, 2015
Alexander Gregory Pruitt	Fintegra, LLC other	Securities America Advisors, Inc. other	Other	Jul 27, 2015	Jul 27, 2015
Dean Thomas Maschka	Fintegra, LLC other	Securities America Advisors, Inc. other	Other	Jul 23, 2015	Jul 20, 2015
Joseph William Toussaint	Fintegra, LLC other	Securities America Advisors, Inc. other	Other	Jul 23, 2015	Jul 13, 2015
Jonathan Bruce Kvasnik	Fintegra, LLC other	Securities America Advisors, Inc. other	Other	Jul 23, 2015	Jul 7, 2015
Joseph Conrad Cunningham	Fintegra, LLC other	Securities America Advisors, Inc. other	Other	Jul 23, 2015	Jul 15, 2015
Steven Mitchell Bullert	Fintegra, LLC other	Securities America Advisors, Inc. other	Other	Jul 23, 2015	Jul 17, 2015
Nathen John Schneider	Fintegra, LLC other	Securities America Advisors, Inc. other	Other	Jul 23, 2015	Jul 24, 2015
William Walter Zurek	Fintegra, LLC other	Securities America Advisors, Inc. other	Other	Jul 22, 2015	Jul 23, 2015
Michael Lee Forsberg	Fintegra, LLC other	Securities America Advisors, Inc. other	Other	Jul 22, 2015	Jul 14, 2015
Fizal Kassim	Fintegra, LLC other	Securities America Advisors, Inc. other	Other	Jul 22, 2015	Jul 20, 2015
Lance Aaron Barbre	Fintegra, LLC other	Securities America Advisors, Inc. other	Other	Jul 22, 2015	Jul 9, 2015
Jeffrey John Kotsmith	Fintegra, LLC other	D.A. Davidson & Co. other	Other	Jul 22, 2015	Aug 3, 2015
William Keith Colvett	Fintegra, LLC other	H. Beck, Inc. other	Other	Jul 21, 2015	Jul 23, 2015
Luis Justo Gonzalez	Fintegra, LLC other	Investment Professionals, Inc. other	Other	Jul 21, 2015	Jul 15, 2015
Lori A Ripperger	Fintegra, LLC other	Investment Centers Of America, Inc. other	Other	Jul 15, 2015	Jul 22, 2015
Ryan Edward Welle	Fintegra, LLC other	Raymond James Financial Services Advisors, Inc other	Other	Jul 9, 2015	Jul 15, 2015
Darren Mark Knight	Fintegra, LLC other	Cambridge Investment Research Advisors, Inc. other	Other	Jul 7, 2015	Jul 20, 2015
John Wayne Peek	Fintegra, LLC other	Cambridge Investment Research Advisors, Inc. other	Other	Jul 7, 2015	Jul 21, 2015
Raymond Michael Massey	Fintegra, LLC other	Commonwealth Financial Network national BD	Other	May 27, 2015	May 18, 2015
Erik Sean Wilson	Fintegra, LLC other	Triumph Wealth Advisors, Inc. other	Other	Mar 25, 2015	Apr 9, 2015
Kevin Michael Quinley	Fintegra, LLC other	Waddell & Reed other	Other	Feb 20, 2015	Feb 20, 2015
Danielle Marie Witherill	Fintegra, LLC other	Edward Jones national BD	Other	Jan 2, 2015	Sep 8, 2015 (249 d)
Adam M Leach	Fintegra, LLC other	Investment Centers Of America, Inc. other	Other	Nov 21, 2014	Nov 21, 2014
Merissa Joleen Perkins	Fintegra, LLC other	Investment Centers Of America, Inc. other	Other	Nov 21, 2014	Nov 21, 2014
Shane Adkins	Fintegra, LLC other	Wells Fargo Advisors wirehouse	Other	Nov 17, 2014	Dec 2, 2014
Robert Joseph Branton	Fintegra, LLC other	Contego Capital Group, Inc. independent RIA	Other	Oct 31, 2014	Nov 3, 2014
Shannon James Brusseau	Fintegra, LLC other	Securities America Advisors, Inc. other	Other	Oct 23, 2014	Oct 27, 2014
Peter R Wittman	Fintegra, LLC other	Redhawk Wealth Advisors, Inc. other	Other	Apr 1, 2014	Jun 17, 2014 (77 d)
Jonathan Robert Broadbent	Fintegra, LLC other	Plan Partners LLC state registered	Other	Oct 24, 2013	Oct 28, 2013
Michael Cullinane	Fintegra, LLC other	Raymond James Financial Services Advisors, Inc other	Other	Oct 23, 2013	May 12, 2014 (201 d)

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97 moves match.