DFX Intelligence
Advisor moves
Arrivals at 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Jonathan Scott Cooper | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Integrity Advisory Solutions independent RIA | Wirehouse to independent RIA | Mar 14, 2023 | Mar 28, 2023 |
| William Bradford Flowers | Pruco Securities, LLC BD affiliated | Integrity Advisory Solutions independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 23, 2023 | Jan 24, 2023 |
| Ryshard Grzanka | Equitable Advisors, LLC national BD | Integrity Advisory Solutions independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 9, 2022 | Oct 12, 2022 (33 d) |
| Caleb Riley | Pruco Securities, LLC BD affiliated | Integrity Advisory Solutions independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 19, 2022 | Dec 20, 2022 (123 d) |
| Marcus Iyobosa Egiebor | Primerica Advisors national BD | Integrity Advisory Solutions independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 31, 2020 | Apr 24, 2024 (1210 d) |
| Richard Axel Pascual | Gladstone Wealth Partners independent RIA | Integrity Advisory Solutions independent RIA | RIA to RIA | Nov 19, 2018 | Jan 6, 2026 (2605 d) |
| Robert George Armstrong | 1st Global Advisors Inc other | Integrity Advisory Solutions independent RIA | Other | Dec 31, 2014 | May 14, 2024 (3422 d) |
| Jeffrey Scott Schulz | Brookstone Capital Management LLC other | Integrity Advisory Solutions independent RIA | Other | Sep 16, 2011 | Aug 22, 2022 (3993 d) |
| Brantley Dexton Whitley | Signator Financial Services, Inc. other | Integrity Advisory Solutions independent RIA | Other | Dec 31, 2008 | May 31, 2024 (5630 d) |
| Christopher Stuart Norris | Osaic Fs, Inc. other | Integrity Advisory Solutions independent RIA | Other | Aug 13, 2004 | Mar 26, 2018 (4973 d) |
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70 moves match.