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 Integra Capital Advisors
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 |
|---|---|---|---|---|---|
| David Keel | Independent Portfolio Consultants, Inc. other | Integra Capital Advisors other | Other | Dec 31, 2017 | Jan 2, 2018 |
| John Laurence Zimnik | Charles Schwab & Co., Inc. national BD | Integra Capital Advisors other | Other | Oct 10, 2017 | Dec 19, 2017 (70 d) |
| John Michael Hinkson | Platinum Wealth Partners other | Integra Capital Advisors other | Other | Jul 31, 2017 | Aug 21, 2017 |
| Robert William Frailey | Platinum Wealth Partners other | Integra Capital Advisors other | Other | Jul 31, 2017 | Aug 23, 2017 |
| Charles Bradley Campbell | Platinum Wealth Partners other | Integra Capital Advisors other | Other | Jul 31, 2017 | Aug 3, 2017 |
| John Joseph Campbell | Platinum Wealth Partners other | Integra Capital Advisors other | Other | Jul 31, 2017 | Aug 9, 2017 |
| Cari Lamontagne | Wells Fargo Advisors wirehouse | Integra Capital Advisors other | Other | Apr 25, 2017 | Aug 4, 2017 (101 d) |
| Geoffrey H Niebaum | Citigroup Global Markets Inc. other | Integra Capital Advisors other | Other | Jul 7, 2007 | Aug 6, 2007 |
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8 moves match.