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 Integrity Advisory Solutions

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
Brantley Dexton WhitleyIntegrity Advisory Solutions independent RIAIncome Focus Advisors LLC state registeredRIA to a state-registered adviserMay 11, 2026May 5, 2026
Michael James BeyersdorfIntegrity Advisory Solutions independent RIACreativeone Wealth, LLC independent RIARIA to RIAMar 6, 2026Mar 4, 2026
Sangmin KimIntegrity Advisory Solutions independent RIACreativeone Wealth, LLC independent RIARIA to RIAFeb 12, 2026Feb 2, 2026
David Alan HenryIntegrity Advisory Solutions independent RIAPrincipal Securities, Inc. BD affiliatedRIA to affiliated broker-dealer or bankFeb 3, 2026Dec 3, 2025
Samuel D ShinnIntegrity Advisory Solutions independent RIACambridge Investment Research Advisors, Inc. BD affiliatedRIA to affiliated broker-dealer or bankSep 18, 2025Aug 12, 2026 (328 d)
Joseph Roman AndersonIntegrity Advisory Solutions independent RIAForest Park Capital LLC state registeredRIA to a state-registered adviserJul 17, 2025Jul 18, 2025
Ariel Marie BeanIntegrity Advisory Solutions independent RIATucker Asset Management LLC independent RIARIA to RIAJun 24, 2025Jun 24, 2025
Mitchell MonsonIntegrity Advisory Solutions independent RIAFinancial Gravity Family Office Services, LLC independent RIARIA to RIAJun 16, 2025Jul 14, 2025
Shannon Dean SchofieldIntegrity Advisory Solutions independent RIAInvesco Advisers, Inc. asset managerOtherJan 31, 2025Feb 5, 2025
Jonathan Scott CooperIntegrity Advisory Solutions independent RIAJoy Equity Management LLC state registeredRIA to a state-registered adviserAug 13, 2024Jun 2, 2025 (293 d)
Cameron Shawn GrahamIntegrity Advisory Solutions independent RIAFoundations Investment Advisors LLC independent RIARIA to RIAJan 10, 2024Feb 29, 2024 (50 d)
Caleb RileyIntegrity Advisory Solutions independent RIAAllstate Financial Advisors, LLC BD affiliatedRIA to affiliated broker-dealer or bankSep 6, 2023Sep 29, 2023
Weston Rush LindemannIntegrity Advisory Solutions independent RIARwm Capital, LLC independent RIARIA to RIAMay 8, 2023Jun 14, 2023 (37 d)
Steven Lee FloydIntegrity Advisory Solutions independent RIABrookstone Wealth Advisors, LLC independent RIARIA to RIAJul 25, 2022Dec 13, 2022 (141 d)
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14 moves match.