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 Capital Management
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 |
|---|---|---|---|---|---|
| John Devine | Integrated Capital Management independent RIA | Mkd Wealth independent RIA | RIA to RIA | Jun 22, 2026 | Jul 9, 2026 |
| Kenneth Daniel Coe | Integrated Capital Management independent RIA | Creative Financial Designs, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | May 4, 2026 | May 1, 2026 |
| Eric Robert Solomon | Integrated Capital Management independent RIA | Apogee Wealth Management unclassified | Other | Jul 28, 2022 | Feb 13, 2025 (931 d) |
| Andrew Joseph Settecerri | Integrated Capital Management independent RIA | Fidelity Personal And Workplace Advisors BD affiliated | RIA to affiliated broker-dealer or bank | Jul 8, 2020 | Aug 11, 2020 (34 d) |
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4 moves match.