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 Integrity Financial Corporation

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
Michael Anthony SanchezLido independent RIAIntegrity Financial Corporation independent RIARIA to RIAJan 22, 2024Jul 14, 2025 (539 d)
Theodore Michael SteelmanMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseIntegrity Financial Corporation independent RIAWirehouse to independent RIAMay 30, 2023Nov 13, 2023 (167 d)
Steven David KarkennyAlliance Advisory & Securities, LLC independent RIAIntegrity Financial Corporation independent RIARIA to RIAOct 4, 2022Oct 7, 2022
Lowell MccarthyFsc Securities Corporation BD affiliatedIntegrity Financial Corporation independent RIAAffiliated broker-dealer or bank to independent RIASep 26, 2022Nov 11, 2022 (46 d)
Taylor Christian SniderCentaurus Financial, Inc. BD affiliatedIntegrity Financial Corporation independent RIAAffiliated broker-dealer or bank to independent RIADec 31, 2020Jan 7, 2021
Scott Adam WilsonForbes Investment Management unclassifiedIntegrity Financial Corporation independent RIAOtherNov 6, 2020Nov 10, 2023 (1099 d)
Reid Satoru Sakata KitagawaMorgan Stanley wirehouseIntegrity Financial Corporation independent RIAWirehouse to independent RIANov 18, 2019Jan 28, 2020 (71 d)
Gabriel S BoruffEdward Jones national BDIntegrity Financial Corporation independent RIAAffiliated broker-dealer or bank to independent RIAOct 22, 2019Nov 26, 2019 (35 d)
Michael David Josiah Van PuttenD.A. Davidson & Co. independent RIAIntegrity Financial Corporation independent RIARIA to RIAApr 22, 2019May 8, 2019
Daniels Petera Dels VoyteshonockMorgan Stanley wirehouseIntegrity Financial Corporation otherOtherJun 9, 2017Sep 6, 2017 (89 d)
Erik C BloomfeldtRegal Investment Advisors LLC otherIntegrity Financial Corporation otherOtherFeb 12, 2015Mar 3, 2015
Marc Lawrence DelphineTransamerica Financial Advisors, LLC otherIntegrity Financial Corporation otherOtherSep 12, 2012Jan 24, 2013 (134 d)
Jason Bowden MckinneyMorgan Stanley wirehouseIntegrity Financial Corporation otherOtherJun 30, 2011Jul 5, 2011
Deann Nichole CrossZevenbergen Capital Investments LLC otherIntegrity Financial Corporation otherOtherJul 26, 2007Aug 2, 2007
Andrew James MesconUBS Financial Services Inc. wirehouseIntegrity Financial Corporation otherOtherAug 13, 2002Jun 3, 2013 (3947 d)
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15 moves match.