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 Asset 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 |
|---|---|---|---|---|---|
| Kenneth None Himmler | American Financial Management, Ltd. other | Integrated Asset Management, LLC other | Other | Aug 11, 2014 | Jan 1, 2003 |
| Page Mojgan Khalajestani | Mason & Associates, Inc. other | Integrated Asset Management, LLC other | Other | Feb 5, 2013 | Oct 26, 2011 |
| Lynne Ann Witmer | Pnc Wealth Management other | Integrated Asset Management, LLC other | Other | May 4, 2009 | Oct 3, 2013 (1613 d) |
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3 moves match.