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 Integra Wealth
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 |
|---|---|---|---|---|---|
| Nicholas Andrew Faulkner | Triangle Wealth Management independent RIA | Integra Wealth independent RIA | RIA to RIA | Feb 27, 2025 | May 8, 2025 (70 d) |
| Cory Shane Colquette | Veritas Financial, LLC unclassified | Integra Wealth independent RIA | Other | Jun 15, 2010 | Jun 18, 2010 |
| David Arthur Hodges | Guardian Wealth Management, LLC other | Integra Wealth independent RIA | Other | Jan 23, 2009 | Apr 28, 2009 (95 d) |
Page 1 of 1
3 moves match.