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 Intervest International, Inc.

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
Paul Douglas MclemoreHfg Advisors independent RIAIntervest International, Inc. independent RIARIA to RIAMar 20, 2026Mar 25, 2020
Zachary Keith CowdellCowdell Investments, LLC state registeredIntervest International, Inc. independent RIAOtherOct 2, 2024Sep 30, 2024
Trevor BennettFisher Investments independent RIAIntervest International, Inc. independent RIARIA to RIAApr 24, 2023May 18, 2023
Michael J. BunzelRaymond James & Associates, Inc. national BDIntervest International, Inc. independent RIAAffiliated broker-dealer or bank to independent RIAOct 6, 2022Sep 26, 2022
Sean Robert RomeroHub Investment Partners, LLC otherIntervest International, Inc. independent RIAOtherOct 4, 2022Sep 12, 2022
Kevin Peter ZebrowskiEsi Financial Advisors BD affiliatedIntervest International, Inc. independent RIAAffiliated broker-dealer or bank to independent RIAFeb 24, 2021Feb 25, 2021
Kim Leon CowdellFirst Western Advisors independent RIAIntervest International, Inc. independent RIARIA to RIAAug 27, 2019Aug 28, 2019
Elizabeth C BertelsenGlobal Financial Private Capital, Inc. BD affiliatedIntervest International, Inc. independent RIAAffiliated broker-dealer or bank to independent RIAApr 23, 2019Apr 22, 2019
Trevor T TaylorGlobal Financial Private Capital, Inc. BD affiliatedIntervest International, Inc. independent RIAAffiliated broker-dealer or bank to independent RIAApr 23, 2019Apr 22, 2019
Luke HopkinsFirst Command Advisory Services BD affiliatedIntervest International, Inc. independent RIAAffiliated broker-dealer or bank to independent RIAJan 10, 2019Feb 1, 2019
Kevin Scott BachmannGlobal Financial Private Capital, Inc. otherIntervest International, Inc. otherOtherOct 2, 2017Mar 13, 2018 (162 d)
Gregg Arthur GuintaGlobal Financial Private Capital, Inc. otherIntervest International, Inc. independent RIAOtherNov 18, 2016Apr 29, 2019 (892 d)
Adam Jose SaldanaMsi Financial Services, Inc. otherIntervest International, Inc. otherOtherDec 21, 2015Mar 1, 2016 (71 d)
Jolyn ChappellTransamerica Financial Advisors, LLC otherIntervest International, Inc. otherOtherDec 11, 2015Feb 4, 2016 (55 d)
David P HaverstickFirst Citizens Asset Management, Inc otherIntervest International, Inc. otherOtherJul 9, 2015Jul 8, 2015
Jason Palomares LavariasOsaic Fa, Inc. otherIntervest International, Inc. otherOtherApr 14, 2014Mar 11, 2016 (697 d)
Christopher Bryan MiseWaddell & Reed otherIntervest International, Inc. otherOtherSep 28, 2012Oct 1, 2012
Michael Thomas KarbouskiVsr Advisory Services otherIntervest International, Inc. otherOtherJul 6, 2011Jul 6, 2011
Michael KozlowLincoln Financial Distributors, Inc. unclassifiedIntervest International, Inc. otherOtherFeb 25, 2011Jan 2, 2013 (677 d)
William Conway FryeEvolve Investment Advisors unclassifiedIntervest International, Inc. otherOtherSep 22, 2010Aug 31, 2010
Travis Michael MooreEdward Jones national BDIntervest International, Inc. otherOtherJul 15, 2010Jul 12, 2010
Jeffrey Stephen GeraciMicg Investment Management, LLC unclassifiedIntervest International, Inc. otherOtherMay 6, 2010May 4, 2010
James Gordon MillerAst Investment Services, Inc. otherIntervest International, Inc. otherOtherFeb 16, 2010Mar 10, 2015 (1848 d)
Nancy Ann BriguglioLincoln Financial Distributors, Inc. unclassifiedIntervest International, Inc. otherOtherMay 11, 2009Oct 7, 2009 (149 d)
Jeffrey Scott MarkewichNational Planning Corporation ("Npc Of America" In Fl & Ny) otherIntervest International, Inc. otherOtherApr 28, 2009May 20, 2009
Kevin William CampbellCurian Capital, LLC otherIntervest International, Inc. otherOtherDec 11, 2007Sep 22, 2006
John Lawrence SciancaleporeFirst Command Financial Planning, Inc. otherIntervest International, Inc. otherOtherAug 23, 2007May 12, 2009 (628 d)
Jon Christopher VingeCentara Capital Management Group, Inc. otherIntervest International, Inc. otherOtherAug 15, 2007Aug 14, 2007
Christopher John BruceWealth Asset Managers otherIntervest International, Inc. otherOtherMar 5, 2007Mar 2, 2007
John David WashnockFirst Command Financial Planning, Inc. otherIntervest International, Inc. otherOtherDec 31, 2006Jan 19, 2007
James Daniel WashnockFirst Command Financial Planning, Inc. otherIntervest International, Inc. otherOtherDec 31, 2006Jan 19, 2007
John Francis CarrSuntrust Investment Services, Inc. otherIntervest International, Inc. otherOtherJun 21, 2006Jan 17, 2007 (210 d)
Michael William MandarinoFirst Command Financial Planning, Inc. otherIntervest International, Inc. otherOtherJun 20, 2006Jun 15, 2006
Stephen Alan ColavitoSignator Investors, Inc. otherIntervest International, Inc. otherOtherApr 28, 2006Aug 31, 2007 (490 d)
Steven Jeffrey MahlerFirst Command Bank unclassifiedIntervest International, Inc. otherOtherSep 2, 2005Jan 2, 2013 (2679 d)
M. Shannon DanaRattiner Asset Management, Inc. unclassifiedIntervest International, Inc. otherOtherSep 28, 2004Jan 20, 2004
Benita CreacyRattiner Asset Management, Inc. unclassifiedIntervest International, Inc. otherOtherSep 28, 2004Jan 9, 2004
Robert Ronald CourserPark Avenue Securities LLC otherIntervest International, Inc. otherOtherApr 30, 2003Apr 25, 2003
Raymond Joseph FilorimoEquitable Advisors, LLC national BDIntervest International, Inc. otherOtherNov 6, 2002Nov 20, 2006 (1475 d)
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39 moves match.