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
Arrivals at Integrity Alliance, 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 |
|---|---|---|---|---|---|
| Cornelius Joseph O'Reilly | O'Reilly Wealth Coaching LLC unclassified | Integrity Alliance, LLC independent RIA | Other | Dec 31, 2024 | Nov 27, 2023 |
| Raghu Thota | Transamerica Financial Advisors, LLC BD affiliated | Integrity Alliance, LLC BD affiliated | Affiliated broker-dealer or bank to another | Jul 16, 2024 | Jul 12, 2024 |
| Datta Prasad Janamanchi | Transamerica Financial Advisors, LLC BD affiliated | Integrity Alliance, LLC BD affiliated | Affiliated broker-dealer or bank to another | Jul 12, 2024 | Jul 12, 2024 |
| Alec Edmond Muehlemeyer | Park Avenue Securities LLC BD affiliated | Integrity Alliance, LLC BD affiliated | Affiliated broker-dealer or bank to another | Jul 9, 2024 | Jul 15, 2024 |
| Lyle Gal | First Command Advisory Services BD affiliated | Integrity Alliance, LLC BD affiliated | Affiliated broker-dealer or bank to another | Jul 8, 2024 | Nov 15, 2024 (130 d) |
| Hugh Palmer Duke | LPL Financial LLC BD affiliated | Integrity Alliance, LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 10, 2024 | May 24, 2024 |
| Chris David Breeden | Osaic Fs, Inc. BD affiliated | Integrity Alliance, LLC BD affiliated | Affiliated broker-dealer or bank to another | May 21, 2024 | Jun 3, 2024 |
| Christian Frederick Laase | Osaic Fs, Inc. BD affiliated | Integrity Alliance, LLC BD affiliated | Affiliated broker-dealer or bank to another | May 20, 2024 | May 20, 2024 |
| Jared Ross Breeden | Osaic Fs, Inc. BD affiliated | Integrity Alliance, LLC BD affiliated | Affiliated broker-dealer or bank to another | May 20, 2024 | Jun 3, 2024 |
| Tracy Christianson Mchale | MML Investors Services, LLC BD affiliated | Integrity Alliance, LLC BD affiliated | Affiliated broker-dealer or bank to another | May 1, 2024 | Mar 4, 2026 (672 d) |
| Jeffrey Lane Wallace | Cambridge Investment Research Advisors, Inc. BD affiliated | Integrity Alliance, LLC BD affiliated | Affiliated broker-dealer or bank to another | Mar 21, 2024 | Mar 18, 2024 |
| Michael Bauer | Thrivent Investment Management Inc. BD affiliated | Integrity Alliance, LLC BD affiliated | Affiliated broker-dealer or bank to another | Feb 21, 2024 | May 17, 2024 (86 d) |
| Zachary Hamilton Otey | Gladstone Wealth Partners BD affiliated | Integrity Alliance, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 20, 2024 | Feb 20, 2024 |
| Joshua Kent Crawford | Avantax Advisory Services BD affiliated | Integrity Alliance, LLC BD affiliated | Affiliated broker-dealer or bank to another | Feb 9, 2024 | Feb 28, 2024 |
| Charles Kiernan O'Neill | Cetera Investment Advisers LLC BD affiliated | Integrity Alliance, LLC BD affiliated | Affiliated broker-dealer or bank to another | Feb 2, 2024 | Jan 8, 2026 (706 d) |
| John Clifford Huxford | Securities America Advisors, Inc. BD affiliated | Integrity Alliance, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 1, 2024 | Feb 12, 2024 |
| Frederick William Stansberry | Pruco Securities, LLC BD affiliated | Integrity Alliance, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 10, 2024 | Jan 19, 2024 |
| Aaron Mathew Smith | State Farm Investment Management Corp. asset manager | Integrity Alliance, LLC BD affiliated | Other | Jan 5, 2024 | Apr 9, 2024 (95 d) |
| Anh Hamilton | Ns Capital, LLC mixed wealth | Integrity Alliance, LLC independent RIA | RIA to RIA | Jan 5, 2024 | Feb 12, 2024 (38 d) |
| Mark S Eghrari | Eghrari Wealth Training LLC unclassified | Integrity Alliance, LLC independent RIA | Other | Dec 31, 2023 | Aug 18, 2023 |
| Kevin Collins Eghrari | Eghrari Wealth Training LLC unclassified | Integrity Alliance, LLC independent RIA | Other | Dec 31, 2023 | Nov 29, 2023 |
| Jose E Amaya Cisneros | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Integrity Alliance, LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Dec 7, 2023 | May 23, 2024 (168 d) |
| Richard Jay Rudinger | Avantax Advisory Services BD affiliated | Integrity Alliance, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 24, 2023 | Nov 13, 2023 |
| Chad Vincent Cassiani | Gladstone Wealth Partners BD affiliated | Integrity Alliance, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 7, 2023 | Sep 7, 2023 |
| Aaron Anton Milne | LPL Financial LLC BD affiliated | Integrity Alliance, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 1, 2023 | Aug 18, 2023 |
| Quentyn Sego | Wells Fargo Advisors wirehouse | Integrity Alliance, LLC independent RIA | Wirehouse to independent RIA | Aug 25, 2023 | Sep 5, 2023 |
| Alexander Ray Sweeney | Vanguard Advisers, Inc. BD affiliated | Integrity Alliance, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 23, 2023 | Dec 7, 2023 (106 d) |
| William Brian Dunker | Principal Securities, Inc. BD affiliated | Integrity Alliance, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 15, 2023 | Sep 12, 2023 |
| Laramey Wayne Johnson | Thrivent Investment Management Inc. BD affiliated | Integrity Alliance, LLC BD affiliated | Affiliated broker-dealer or bank to another | Aug 11, 2023 | May 20, 2024 (283 d) |
| Randall Kent Rinderknecht | Gladstone Wealth Partners BD affiliated | Integrity Alliance, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 5, 2023 | Apr 5, 2023 |
| Kalvin Nicholas Johnson | Gladstone Wealth Partners BD affiliated | Integrity Alliance, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 5, 2023 | Mar 31, 2023 |
| Brandon Scott Bose | Gladstone Wealth Partners BD affiliated | Integrity Alliance, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 5, 2023 | Apr 14, 2023 |
| Michael Thomas Tibbles | Gladstone Wealth Partners BD affiliated | Integrity Alliance, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 5, 2023 | Apr 6, 2023 |
| Colton Skirvin | Gladstone Wealth Partners BD affiliated | Integrity Alliance, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 5, 2023 | Apr 5, 2023 |
| Daniel Evan Gombrich | Gladstone Wealth Partners BD affiliated | Integrity Alliance, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 5, 2023 | Apr 6, 2023 |
| Amanda Reynolds | Bfc Planning, Inc. BD affiliated | Integrity Alliance, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 19, 2022 | Dec 20, 2022 |
| Stephen Lawrence Huff | Bfc Planning, Inc. BD affiliated | Integrity Alliance, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 15, 2022 | Dec 15, 2022 |
| Paul Timothy Reidy | Capital Analysts BD affiliated | Integrity Alliance, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 8, 2022 | Dec 21, 2022 |
| John Joseph Erny | LPL Financial LLC independent RIA | Integrity Alliance, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Sep 30, 2022 | Jul 24, 2026 (1393 d) |
| Attilio Anthony Foschini | Capital Analysts BD affiliated | Integrity Alliance, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 27, 2022 | Sep 27, 2022 |
| Brett Thomas Ciarlo | Capital Analysts BD affiliated | Integrity Alliance, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 26, 2022 | Sep 23, 2022 |
| Margherita Sandra Foschini | Capital Analysts BD affiliated | Integrity Alliance, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 26, 2022 | Sep 23, 2022 |
| Anne Marie Saguisag | Capital Analysts BD affiliated | Integrity Alliance, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 26, 2022 | Sep 23, 2022 |
| Daniel Patrick Condon | Lincoln Investment independent RIA | Integrity Alliance, LLC independent RIA | RIA to RIA | Sep 26, 2022 | Sep 25, 2022 |
| Christopher Lawrence Cleland | Capital Analysts BD affiliated | Integrity Alliance, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 26, 2022 | Sep 23, 2022 |
| Paul Shortier | Capital Analysts BD affiliated | Integrity Alliance, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 26, 2022 | Sep 25, 2022 |
| Jay M Sabot | Capital Analysts BD affiliated | Integrity Alliance, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 26, 2022 | Oct 4, 2022 |
| Zachary David Meyer | Lincoln Investment independent RIA | Integrity Alliance, LLC independent RIA | RIA to RIA | Sep 26, 2022 | Sep 26, 2022 |
| Matthew Dogali | Capital Analysts BD affiliated | Integrity Alliance, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 26, 2022 | Oct 3, 2022 |
| James Thomas Beyer | Lincoln Investment independent RIA | Integrity Alliance, LLC independent RIA | RIA to RIA | Sep 26, 2022 | Sep 23, 2022 |
| Scott B Weilage | Park Avenue Securities LLC BD affiliated | Integrity Alliance, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 22, 2022 | Aug 26, 2022 |
| Myles Patrick Shonsey | LPL Financial LLC independent RIA | Integrity Alliance, LLC independent RIA | RIA to RIA | May 23, 2022 | May 3, 2022 |
| Joshua William Isherwood | LPL Financial LLC independent RIA | Integrity Alliance, LLC independent RIA | RIA to RIA | May 17, 2022 | May 23, 2022 |
| Monte Lee Peterson | LPL Financial LLC independent RIA | Integrity Alliance, LLC independent RIA | RIA to RIA | Apr 28, 2022 | Apr 19, 2022 |
| Matthew Medlock | LPL Financial LLC independent RIA | Integrity Alliance, LLC independent RIA | RIA to RIA | Apr 21, 2022 | Apr 18, 2022 |
| Jack Crumley | LPL Financial LLC independent RIA | Integrity Alliance, LLC independent RIA | RIA to RIA | Apr 21, 2022 | Apr 27, 2022 |
| Raymond Leslie Hammock | Kovack Advisors, Inc. BD affiliated | Integrity Alliance, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 25, 2022 | Apr 22, 2022 |
| Alex Lee Cary | Cetera Advisor Networks LLC BD affiliated | Integrity Alliance, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 23, 2022 | Mar 9, 2022 |
| David John Wallach | Securities America Advisors, Inc. BD affiliated | Integrity Alliance, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 25, 2022 | Feb 23, 2022 |
| Nathaniel Edward Edie | LPL Financial LLC BD affiliated | Integrity Alliance, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 23, 2022 | Mar 21, 2022 |
319 moves match.