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 Management, 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 |
|---|---|---|---|---|---|
| Myra K Alport | Public Safety Financial/Galloway other | Integrated Wealth Management, LLC other | Other | Jun 19, 2015 | Oct 22, 2015 (125 d) |
| Lee Francis Hurney | Ast Investment Services, Inc. other | Integrated Wealth Management, LLC other | Other | Dec 16, 2014 | Apr 7, 2015 (112 d) |
| Curtis Allen Zeigler | Heffernan Advisory, Inc. other | Integrated Wealth Management, LLC other | Other | Dec 31, 2013 | May 18, 2017 (1234 d) |
| Jeremy Rich Johnston | Osaic Fa, Inc. other | Integrated Wealth Management, LLC other | Other | Aug 2, 2002 | Aug 5, 2002 |
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4 moves match.