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 Strategies, 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 |
|---|---|---|---|---|---|
| Eric Charles Boyce | Mcdonald Capital Management other | Integrated Wealth Strategies, LLC independent RIA | Other | Apr 13, 2016 | Jul 28, 2016 (106 d) |
| Kira Leigh Scott | Dimensional Fund Advisors LP other | Integrated Wealth Strategies, LLC independent RIA | Other | Oct 5, 2015 | Apr 15, 2017 (558 d) |
| Daniel Clayton Caswell | Eagle Strategies LLC other | Integrated Wealth Strategies, LLC independent RIA | Other | Aug 16, 2013 | Aug 30, 2013 |
| Anita Lynne Wiggins | Brookstone Capital Management LLC other | Integrated Wealth Strategies, LLC independent RIA | Other | Nov 11, 2010 | Nov 1, 2010 |
Page 1 of 1
4 moves match.