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 Integrated Wealth Management, Inc.
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 |
|---|---|---|---|---|---|
| Brandon R Oing | Edward Jones national BD | Integrated Wealth Management, Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 6, 2026 | Jan 16, 2026 |
| Scott A Lowe | Hornor, Townsend & Kent, LLC other | Integrated Wealth Management, Inc. independent RIA | Other | Oct 1, 2014 | Nov 19, 2014 (49 d) |
| Edward Michael Grosko | On Investment Management Co other | Integrated Wealth Management, Inc. independent RIA | Other | Dec 31, 2006 | Aug 17, 2006 |
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3 moves match.