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 Advisors Network 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 |
|---|---|---|---|---|---|
| Benjamin Thomas Newhouse | Integrated Advisors Network LLC independent RIA | Diversify Wealth Management, LLC independent RIA | RIA to RIA | Aug 21, 2026 | Oct 1, 2025 |
| John Peter Newhouse | Integrated Advisors Network LLC independent RIA | Diversify Wealth Management, LLC independent RIA | RIA to RIA | Aug 21, 2026 | Oct 1, 2025 |
| Jennifer Hope Newhouse | Integrated Advisors Network LLC independent RIA | Diversify Wealth Management, LLC independent RIA | RIA to RIA | Aug 21, 2026 | Oct 30, 2025 |
| Stephen Scott Hall | Integrated Advisors Network LLC independent RIA | Diversify Wealth Management, LLC independent RIA | RIA to RIA | Aug 21, 2026 | Oct 24, 2025 |
| Aaron C Blaine | Integrated Advisors Network LLC independent RIA | LPL Financial LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jun 1, 2026 | Jun 17, 2026 |
| Everett Cole Franks | Integrated Advisors Network LLC independent RIA | Coppell Advisory Solutions LLC independent RIA | RIA to RIA | Mar 20, 2026 | Apr 10, 2026 |
| Wesley Campbell Britt | Integrated Advisors Network LLC independent RIA | Ameriprise Financial Services, LLC national BD | RIA to affiliated broker-dealer or bank | Mar 13, 2026 | Mar 16, 2026 |
| Paul Edward Meyer | Integrated Advisors Network LLC independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Dec 31, 2025 | Apr 3, 2024 |
| Jaimi Lee Dennehy | Integrated Advisors Network LLC independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Dec 31, 2025 | May 4, 2024 |
| Christopher George Kalafatis | Integrated Advisors Network LLC independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Dec 31, 2025 | Apr 26, 2024 |
| Johnny C Fowler | Integrated Advisors Network LLC independent RIA | Advisors Capital Management, LLC independent RIA | RIA to RIA | Jun 13, 2025 | May 30, 2025 |
| Mark Isagani Bailey | Integrated Advisors Network LLC independent RIA | Osaic Wealth, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Apr 8, 2025 | Mar 28, 2025 |
| Alex Kingsley Suggs | Integrated Advisors Network LLC independent RIA | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | RIA to wirehouse | Jul 16, 2024 | Aug 8, 2024 |
| Steven Peake | Integrated Advisors Network LLC independent RIA | Apex Quantitative Group, LLC state registered | RIA to a state-registered adviser | Jul 9, 2024 | Nov 10, 2025 (489 d) |
| Taylor Dean Lee | Integrated Advisors Network LLC independent RIA | Coppell Advisory Solutions LLC independent RIA | RIA to RIA | May 9, 2023 | May 22, 2023 |
| Yonrico Scott | Integrated Advisors Network LLC independent RIA | Edward Jones national BD | RIA to affiliated broker-dealer or bank | Jun 6, 2022 | Jun 17, 2022 |
| Eric A Group | Integrated Advisors Network LLC independent RIA | United Brokerage Services Inc BD affiliated | RIA to affiliated broker-dealer or bank | Aug 31, 2021 | Sep 13, 2021 |
| Nancy E Wakefield | Integrated Advisors Network LLC independent RIA | Serene Point Advisors LLC state registered | RIA to a state-registered adviser | Nov 2, 2020 | Jan 10, 2025 (1530 d) |
| John Edward Levee | Integrated Advisors Network LLC independent RIA | Ria Advisors independent RIA | RIA to RIA | Jan 2, 2020 | Jan 2, 2020 |
| Derek Brandt Levee | Integrated Advisors Network LLC independent RIA | Ria Advisors independent RIA | RIA to RIA | Jan 2, 2020 | Jan 2, 2020 |
| Christopher Kingsley Larochelle | Integrated Advisors Network LLC independent RIA | Ria Advisors independent RIA | RIA to RIA | Jan 2, 2020 | Jan 2, 2020 |
| Jerri Hammons | Integrated Advisors Network LLC independent RIA | Seaside Wealth Management, Inc. independent RIA | RIA to RIA | Oct 25, 2019 | Jan 1, 2023 (1164 d) |
| John Parker Rhodes | Integrated Advisors Network LLC independent RIA | Charles Schwab & Co., Inc. national BD | RIA to affiliated broker-dealer or bank | Aug 16, 2019 | Sep 3, 2019 |
| Shawn Joseph Sandoval | Integrated Advisors Network LLC independent RIA | Commonwealth Financial Network national BD | RIA to affiliated broker-dealer or bank | Sep 28, 2018 | Feb 12, 2018 |
| Joseph Inskeep | Integrated Advisors Network LLC independent RIA | Ark Financial Advisors, LLC unclassified | Other | Aug 17, 2018 | Sep 14, 2018 |
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25 moves match.