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.

AdvisorFromToTypeLeftRegistered
Jerad Ross BuschFintegra, LLC otherUnited Capital Management Of Kansas, Inc. otherOtherSep 19, 2013Jan 9, 2014 (112 d)
Christopher Matthew TostensonFintegra, LLC otherMoney Concepts Advisory Service otherOtherJan 15, 2013Apr 17, 2013 (92 d)
Markus Frederick BigbeeFintegra, LLC otherPruco Securities, LLC otherOtherDec 31, 2012Jan 6, 2014 (371 d)
Frank J BodiFintegra, LLC otherRealta Investment Advisors, Inc otherOtherDec 18, 2012Jan 31, 2013 (44 d)
John Bruce EtrheimFintegra, LLC otherRaymond James Financial Services Advisors, Inc otherOtherOct 31, 2012Nov 7, 2012
Robbie L ArendFintegra, LLC otherRaymond James Financial Services Advisors, Inc otherOtherOct 31, 2012Nov 4, 2014 (734 d)
Bruce Charles MogenFintegra, LLC otherRaymond James Financial Services Advisors, Inc otherOtherOct 31, 2012Dec 11, 2012 (41 d)
John Arthur MartinFintegra, LLC otherInvestment Centers Of America, Inc. otherOtherAug 17, 2012Sep 4, 2012
Michelle K BoyumFintegra, LLC otherCharles Schwab & Co., Inc. national BDOtherJul 24, 2012Jan 17, 2013 (177 d)
Stephen Pavey MeskanFintegra, LLC otherFeltl And Company otherOtherOct 31, 2011Aug 13, 2012 (287 d)
Seth Adam PrescottFintegra, LLC otherLPL Financial LLC otherOtherMay 20, 2011May 17, 2011
Ben Clark TankeFintegra, LLC otherLPL Financial LLC otherOtherMay 20, 2011May 17, 2011
Damon Merrill MapesFintegra, LLC otherLPL Financial LLC otherOtherMay 20, 2011May 17, 2011
Shane BoehmFintegra, LLC otherU.S. Bancorp Investments, Inc. otherOtherMar 18, 2011Mar 22, 2011
Kevin HebsonFintegra, LLC otherInvestors Capital Advisory otherOtherDec 6, 2010Nov 30, 2010
Niki D SandsFintegra, LLC otherSuntrust Investment Services, Inc. otherOtherDec 3, 2010Dec 6, 2010
Sara Kristen BolenFintegra, LLC otherThrivent Investment Management Inc. otherOtherOct 14, 2010Dec 19, 2013 (1162 d)
Richard William EngenFintegra, LLC otherVsr Advisory Services otherOtherJul 23, 2010Aug 16, 2010
Daniel Michael KellyFintegra, LLC otherProponent Asset Advisors, LLC unclassifiedOtherApr 16, 2010Jun 14, 2011 (424 d)
Brandon M OharaFintegra, LLC otherThrivent Investment Management Inc. otherOtherFeb 5, 2010Dec 19, 2013 (1413 d)
Charles Peter GeersFintegra, LLC otherNational Planning Corporation ("Npc Of America" In Fl & Ny) otherOtherSep 30, 2008Oct 1, 2008
Julie Ann EideFintegra, LLC otherAmeriprise Financial Services, LLC national BDOtherDec 19, 2007Dec 16, 2013 (2189 d)
Christopher James SiversonFintegra, LLC otherInvestment Centers Of America, Inc. otherOtherAug 14, 2007Jun 29, 2009 (685 d)
Christopher Sean WaldenFintegra, LLC otherAspyre Wealth Partners otherOtherJul 30, 2007Aug 10, 2007
Bryan Karl RaymondFintegra, LLC otherWells Fargo Investments, LLC unclassifiedOtherJun 22, 2007Jul 19, 2007
Megan Nora LowellFintegra, LLC otherWoodbury Financial Services, Inc. otherOtherFeb 9, 2007Feb 13, 2007
Randy Joseph KolihaFintegra, LLC otherCetera Investment Services LLC otherOtherDec 15, 2006Dec 11, 2006
Daniel Roswell OrttFintegra, LLC otherCetera Investment Services LLC otherOtherDec 15, 2006Dec 13, 2006
Kyle David GeffreFintegra, LLC otherCetera Investment Services LLC otherOtherDec 15, 2006Dec 14, 2006
James Michael GersackFintegra, LLC otherCetera Investment Services LLC otherOtherDec 15, 2006Dec 9, 2006
Jack Clayton MurrayFintegra, LLC otherCetera Investment Services LLC otherOtherDec 15, 2006Dec 11, 2006
John Douglas WilliamsFintegra, LLC otherCetera Investment Services LLC otherOtherDec 15, 2006Dec 8, 2006
Ellen Ella RossFintegra, LLC otherCetera Investment Services LLC otherOtherDec 15, 2006Dec 14, 2006
Scott A HatlerFintegra, LLC otherCetera Investment Services LLC otherOtherDec 15, 2006Dec 11, 2006
Reynaldo Castro Jr.Fintegra, LLC otherUBS International Inc. unclassifiedOtherOct 20, 2005Oct 20, 2005
Roberto EscobarFintegra, LLC otherChase Investment Services Corp. otherOtherJul 26, 2005Aug 12, 2005
Michael Nilsson MetcalfFintegra, LLC otherAmeritas Advisory Services otherOtherJun 8, 2005Jun 29, 2005
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97 moves match.