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 Investment 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 |
|---|---|---|---|---|---|
| Christopher Rocco Cottone | National Planning Corporation ("Npc Of America" In Fl & Ny) other | Integrity Investment Advisors, LLC state registered | Other | Nov 29, 2017 | Feb 10, 2015 |
| Gordon Schurch Shearer | LPL Financial LLC other | Integrity Investment Advisors, LLC state registered | Other | Dec 14, 2012 | Dec 4, 2012 |
| Ira M. Feldman | Bush Levin Tecosky Zinman Financial Services LLC. unclassified | Integrity Investment Advisors, LLC state registered | Other | Oct 5, 2006 | Jan 18, 2022 (5584 d) |
| Timothy Leigh Waite | Bush Levin Tecosky Zinman Financial Services LLC. unclassified | Integrity Investment Advisors, LLC state registered | Other | Jul 20, 2006 | Jul 17, 2006 |
| John Robert Hickey | Bush Levin Tecosky Zinman Financial Services LLC. unclassified | Integrity Investment Advisors, LLC state registered | Other | Jul 20, 2006 | Jul 17, 2006 |
| Mark Benjamin Zinman | Bush Levin Tecosky Zinman Financial Services LLC. unclassified | Integrity Investment Advisors, LLC state registered | Other | Jan 17, 2006 | Jul 17, 2006 (181 d) |
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6 moves match.