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 Integrated Wealth Counsel, 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 |
|---|---|---|---|---|---|
| Michael Anthony Lambrecht | Charles Schwab & Co., Inc. national BD | Integrated Wealth Counsel, LLC other | Other | Jun 13, 2016 | Jun 15, 2016 |
| Gretchen Marie Hostetter | Strategic Advisers LLC national BD | Integrated Wealth Counsel, LLC other | Other | Apr 15, 2013 | Jan 10, 2014 (270 d) |
| Yuka Okawa Marosek | Allianz Global Investors U.S. LLC other | Integrated Wealth Counsel, LLC other | Other | Oct 24, 2012 | Nov 9, 2012 |
| Christie Marie Whitney | Oppenheimer Asset Management other | Integrated Wealth Counsel, LLC other | Other | Feb 13, 2004 | Dec 12, 2012 (3225 d) |
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4 moves match.