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 Wealth Management
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 |
|---|---|---|---|---|---|
| Norman Patrick Mcevoy | Sequent Planning, LLC independent RIA | Integrity Wealth Management state registered | RIA to a state-registered adviser | Nov 4, 2025 | Jan 1, 2026 (58 d) |
| Massimo Filippo Teresi | Swan Retirement Strategies state registered | Integrity Wealth Management state registered | Other | Jan 24, 2025 | Feb 25, 2025 (32 d) |
| Timothy Adam Perkins | Seacrest Wealth Management, LLC independent RIA | Integrity Wealth Management state registered | RIA to a state-registered adviser | Sep 29, 2023 | Feb 28, 2025 (518 d) |
| Samuel Lawrence Cione | Aura Asset Management, Inc. unclassified | Integrity Wealth Management state registered | Other | Feb 7, 2006 | Dec 15, 2012 (2503 d) |
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4 moves match.