DFX Intelligence

RIA Intelligence

Advisor moves

Arrivals at Integrated Wealth Concepts 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.

AdvisorFromToTypeLeftRegistered
Michael Scott FarmerOsaic Fa, Inc. otherIntegrated Wealth Concepts LLC otherOtherJan 25, 2017Jan 18, 2017
Karl Michael BaumannOsaic Fa, Inc. otherIntegrated Wealth Concepts LLC otherOtherJan 24, 2017Jan 24, 2017
Mark J. McgaunnMcgaunn & Schwadron, Cpa'S, LLC unclassifiedIntegrated Wealth Concepts LLC otherOtherDec 31, 2016Feb 17, 2017 (48 d)
Michael Andrew MutoMsi Financial Services, Inc. otherIntegrated Wealth Concepts LLC independent RIAOtherDec 31, 2016Jul 25, 2018 (571 d)
Thomas Michael NemetOsaic Fa, Inc. otherIntegrated Wealth Concepts LLC otherOtherDec 19, 2016Dec 19, 2016
Robert Gerard RiceOsaic Fa, Inc. otherIntegrated Wealth Concepts LLC otherOtherDec 19, 2016Jan 18, 2017
Susan M Ahern-WiercinskiOsaic Fa, Inc. otherIntegrated Wealth Concepts LLC otherOtherDec 7, 2016Nov 29, 2016
Philip Gary MasiOsaic Fa, Inc. otherIntegrated Wealth Concepts LLC otherOtherDec 7, 2016Dec 7, 2016
Christopher Paul AldrichEquitable Advisors, LLC national BDIntegrated Wealth Concepts LLC otherOtherDec 2, 2016Jan 9, 2017 (38 d)
Christopher Gabriel TorresMcadam LLC otherIntegrated Wealth Concepts LLC independent RIAOtherOct 26, 2016Jan 1, 2024 (2623 d)
Nicholas Joseph ColantuonoVoya Financial Advisors, Inc. otherIntegrated Wealth Concepts LLC no RAUMOtherOct 24, 2016Oct 21, 2016
Stephen Nicholas ColantuonoVoya Financial Advisors, Inc. otherIntegrated Wealth Concepts LLC no RAUMOtherOct 24, 2016Oct 25, 2016
Timothy Boyle MurphyInvestors Capital Advisory otherIntegrated Wealth Concepts LLC otherOtherOct 18, 2016Feb 7, 2017 (112 d)
William Daniel HacklerOsaic Fa, Inc. otherIntegrated Wealth Concepts LLC no RAUMOtherSep 29, 2016Oct 4, 2016
John Orion FlorenceOsaic Fa, Inc. otherIntegrated Wealth Concepts LLC no RAUMOtherSep 28, 2016Oct 4, 2016
Paul Anton SaganeyOsaic Fa, Inc. otherIntegrated Wealth Concepts LLC no RAUMOtherSep 21, 2016Nov 17, 2016 (57 d)
John Charles PastoreOsaic Fa, Inc. otherIntegrated Wealth Concepts LLC no RAUMOtherSep 20, 2016Sep 26, 2016
Kevin Lorenz KyleNorthwestern Mutual Investment Services,LLC no RAUMIntegrated Wealth Concepts LLC independent RIAOtherSep 14, 2016Jul 2, 2020 (1387 d)
Matthew Sean DonovanMariner otherIntegrated Wealth Concepts LLC no RAUMOtherAug 1, 2016Aug 22, 2016
Michael David AaronsonSagepoint Financial, Inc. otherIntegrated Wealth Concepts LLC otherOtherJul 28, 2016Feb 2, 2017 (189 d)
Michael T WestwickSc&H Wealth otherIntegrated Wealth Concepts LLC independent RIAOtherMay 24, 2016May 9, 2018 (715 d)
Michael B WelbornNorthwestern Mutual Investment Services,LLC no RAUMIntegrated Wealth Concepts LLC independent RIAOtherApr 15, 2016Nov 12, 2021 (2037 d)
John Anthony ObrockFma Advisory Inc otherIntegrated Wealth Concepts LLC independent RIAOtherDec 28, 2015Apr 13, 2026 (3759 d)
William John GeorgeMsi Financial Services, Inc. otherIntegrated Wealth Concepts LLC independent RIAOtherMar 12, 2015Aug 9, 2024 (3438 d)
Adam MarcellusMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseIntegrated Wealth Concepts LLC independent RIAWirehouse to independent RIAFeb 17, 2015Aug 15, 2025 (3832 d)
Matthew David NevilleMutual Of Omaha Investor Services, Inc. no RAUMIntegrated Wealth Concepts LLC otherOtherDec 23, 2014Dec 5, 2016 (713 d)
Ryan Thomas WillAmundi Pioneer Institutional Asset Management, Inc. otherIntegrated Wealth Concepts LLC independent RIAOtherDec 2, 2014Jan 4, 2021 (2225 d)
Gregory Sumner FreemanNew England Securities Corporation otherIntegrated Wealth Concepts LLC no RAUMOtherJul 21, 2014Oct 18, 2016 (820 d)
Allen Kellam AyersAriston Wealth Management, L.P. otherIntegrated Wealth Concepts LLC otherOtherFeb 5, 2013Jul 26, 2017 (1632 d)
Jeffrey Eugene LacrossCaturano Wealth Management, LLC unclassifiedIntegrated Wealth Concepts LLC independent RIAOtherSep 14, 2010Apr 3, 2018 (2758 d)
Thomas G MayerOsaic Fa, Inc. otherIntegrated Wealth Concepts LLC independent RIAOtherMar 29, 2010Feb 14, 2025 (5436 d)
Donita Marie JosephPgr Solutions, LLC otherIntegrated Wealth Concepts LLC independent RIAOtherDec 9, 2008Aug 25, 2025 (6103 d)
Michael W ZelkoCsa Financial Management, Inc. state registeredIntegrated Wealth Concepts LLC independent RIAOtherJul 11, 2005May 5, 2026 (7603 d)
Laura Lee FlemingAmerican Skandia Advisory Services, Inc. unclassifiedIntegrated Wealth Concepts LLC independent RIAOtherMar 25, 2004Nov 7, 2019 (5705 d)
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274 moves match.