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 Capital 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 |
|---|---|---|---|---|---|
| Donald Paul Williamson | Fsc Securities Corporation BD affiliated | Integrated Capital Management, Inc. other | Other | Nov 3, 2023 | Apr 30, 2009 |
| Joseph Clayton Perfilio | Clayton Perfilio, Ltd. unclassified | Integrated Capital Management, Inc. other | Other | Nov 10, 2020 | Apr 30, 2009 |
| Mark Phillips | Fsc Securities Corporation other | Integrated Capital Management, Inc. other | Other | Jun 19, 2017 | Jun 7, 2011 |
| Peter Morris Seyler | Park Avenue Securities LLC other | Integrated Capital Management, Inc. other | Other | Sep 5, 2013 | May 2, 2014 (239 d) |
| Michael Anthony Paciotti | Park Avenue Securities LLC other | Integrated Capital Management, Inc. other | Other | Mar 31, 2009 | May 1, 2009 (31 d) |
| Joseph Constantine Bonacci | Ameriprise Financial Services, LLC national BD | Integrated Capital Management, Inc. other | Other | Dec 31, 2008 | Apr 28, 2015 (2309 d) |
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6 moves match.