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 Financial Integrity Advisors, 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 |
|---|---|---|---|---|---|
| Jaqueline Von Schadeck | Capitalwize, LLC state registered | Financial Integrity Advisors, LLC institutional | Other | Mar 21, 2023 | Jan 7, 2022 |
| Paul John Pfeiffer | Fsc Securities Corporation other | Financial Integrity Advisors, LLC institutional | Other | Oct 16, 2013 | Jun 9, 2008 |
| Keith Jackson | Fsc Securities Corporation other | Financial Integrity Advisors, LLC institutional | Other | Jul 21, 2006 | Mar 28, 2006 |
| Philip Montier Harris | Benefits Plus Advisory Services, LLC unclassified | Financial Integrity Advisors, LLC institutional | Other | Jun 4, 2003 | Jan 20, 2005 (596 d) |
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4 moves match.