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 Integer Wealth Advisors Group, 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 |
|---|---|---|---|---|---|
| William James Artzerounian | Grove Street Fiduciary, LLC independent RIA | Integer Wealth Advisors Group, LLC independent RIA | RIA to RIA | Oct 28, 2019 | Feb 17, 2020 (112 d) |
| Thomas A Foglia | Deloitte Investment Advisors LLC unclassified | Integer Wealth Advisors Group, LLC other | Other | Jan 25, 2006 | Feb 26, 2007 (397 d) |
| Saverio Nicholas Paglioni | Deloitte Investment Advisors LLC unclassified | Integer Wealth Advisors Group, LLC other | Other | Nov 14, 2005 | Aug 5, 2010 (1725 d) |
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3 moves match.