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 Capital, 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 |
|---|---|---|---|---|---|
| William Robinson Wagner | Salient Capital Advisors, LLC other | Integrity Capital, LLC other | Other | Nov 18, 2022 | May 13, 2013 |
| Arthur Haag Sherman | Ghe Advisers, L.P. other | Integrity Capital, LLC other | Other | Nov 11, 2011 | Dec 22, 2010 |
| Michelle Cisneros Ruch | Pool Capital Partners unclassified | Integrity Capital, LLC other | Other | Feb 28, 2011 | Jul 18, 2011 (140 d) |
Page 1 of 1
3 moves match.