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 Fintegra, 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
Daniel Gaines	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Fintegra, LLC other	Other	Apr 10, 2015	May 11, 2015 (31 d)
Lisa Dorothy Berg	Ameriprise Financial Services, LLC national BD	Fintegra, LLC other	Other	Apr 7, 2015	May 7, 2015
Aaron James Mayfield	Bancwest Investment Services, Inc. (Bwis) other	Fintegra, LLC other	Other	Apr 1, 2015	Apr 13, 2015
Melissa Deanne Rimsky	Pnc Wealth Management other	Fintegra, LLC other	Other	Feb 3, 2015	Apr 27, 2015 (83 d)
Lee Michael Turek	Cantella & Co., Inc. other	Fintegra, LLC other	Other	Oct 7, 2014	Nov 10, 2014 (34 d)
Danielle Marie Witherill	Edward Jones national BD	Fintegra, LLC other	Other	Aug 20, 2014	Sep 18, 2014
Gary James Oie	Pruco Securities, LLC other	Fintegra, LLC other	Other	Mar 18, 2014	Mar 20, 2014
Bernard G Barrow	Pnc Wealth Management other	Fintegra, LLC other	Other	Mar 13, 2014	Mar 10, 2014
Jasper Carl Schanna	Questar Asset Management, Inc. other	Fintegra, LLC other	Other	Feb 26, 2014	May 29, 2014 (92 d)
Julia Anne Falletta Dinkel	LPL Financial LLC other	Fintegra, LLC other	Other	Jan 7, 2014	Jan 3, 2014
Matthew G Brakefield	Investment Centers Of America, Inc. other	Fintegra, LLC other	Other	Nov 18, 2013	Nov 18, 2013
James Milne Provencher	Questar Asset Management, Inc. other	Fintegra, LLC other	Other	Oct 30, 2013	Oct 17, 2013
Bryon Edward Meyer	First Command Financial Planning, Inc. other	Fintegra, LLC other	Other	Oct 16, 2013	Oct 1, 2014 (350 d)
Andrew Merchant	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Fintegra, LLC other	Other	Sep 27, 2013	Oct 3, 2013
Raymond Michael Massey	Curian Capital, LLC other	Fintegra, LLC other	Other	Mar 22, 2013	Mar 28, 2014 (371 d)
Kevin Hebson	Kevin Hebson & Company unclassified	Fintegra, LLC other	Other	Dec 31, 2012	Nov 17, 2008
Timothy Asche	Eagle Strategies LLC other	Fintegra, LLC other	Other	Aug 16, 2012	Aug 20, 2012
Shane Adkins	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Fintegra, LLC other	Other	Jul 19, 2012	Jul 24, 2012
John Arthur Martin	Investment Centers Of America, Inc. other	Fintegra, LLC other	Other	Nov 2, 2011	Oct 31, 2011
Peter R Wittman	Esi Financial Advisors other	Fintegra, LLC other	Other	Nov 2, 2011	Jun 14, 2013 (590 d)
Markus Frederick Bigbee	Umb Financial Services, Inc. no RAUM	Fintegra, LLC other	Other	Sep 22, 2011	Jul 24, 2012 (306 d)
Michael Cullinane	Edward Jones national BD	Fintegra, LLC other	Other	Mar 2, 2011	Feb 2, 2012 (337 d)
Michelle K Boyum	Wells Fargo Investments, LLC unclassified	Fintegra, LLC other	Other	Dec 3, 2010	Aug 22, 2011 (262 d)
Mark Alan Terwilliger	Gunnallen Financial, Inc unclassified	Fintegra, LLC other	Other	Mar 30, 2010	May 7, 2010 (38 d)
Frank J Bodi	Capital City Asset Management Group, LLC other	Fintegra, LLC other	Other	Mar 15, 2010	Mar 3, 2010
John Wayne Peek	Edward Jones national BD	Fintegra, LLC other	Other	Nov 5, 2009	Nov 12, 2009
Jonathan Robert Broadbent	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Fintegra, LLC other	Other	Oct 2, 2009	Oct 27, 2009
Robbie L Arend	Charles Schwab & Co., Inc. national BD	Fintegra, LLC other	Other	Oct 1, 2009	Oct 5, 2011 (734 d)
Daniel Michael Kelly	Concord Equity Group Advisors, LLC no RAUM	Fintegra, LLC other	Other	Aug 31, 2009	Oct 27, 2009 (57 d)
Stephen Pavey Meskan	B Riley Wealth Management other	Fintegra, LLC other	Other	Jul 30, 2009	Jul 29, 2009
Lori A Ripperger	Cuna Brokerage Services, Inc. other	Fintegra, LLC other	Other	Jul 2, 2009	Sep 18, 2013 (1539 d)
John Bruce Etrheim	Woodbury Financial Services, Inc. other	Fintegra, LLC other	Other	Jun 2, 2009	Jun 2, 2009
Susan Anne Schaufele	Sanders Morris LLC other	Fintegra, LLC other	Other	Mar 2, 2009	Mar 11, 2009
Mark Steven Wildeman	Northland Asset Management other	Fintegra, LLC other	Other	Feb 3, 2009	Feb 11, 2009
Bruce Charles Mogen	Equitable Advisors, LLC national BD	Fintegra, LLC other	Other	Jan 9, 2009	Jan 8, 2009
Jeffrey Dean Partridge	Purple Wealth, LLC unclassified	Fintegra, LLC other	Other	Nov 19, 2007	Nov 30, 2007
William Walter Zurek	Vision Asset Management Inc unclassified	Fintegra, LLC other	Other	Apr 30, 2007	Nov 29, 2010 (1309 d)
Shane Boehm	U.S. Bancorp Investments, Inc. other	Fintegra, LLC other	Other	Feb 20, 2007	Aug 20, 2008 (547 d)
Ben Clark Tanke	Wamu Investments, Inc. unclassified	Fintegra, LLC other	Other	Aug 21, 2006	Dec 12, 2006 (113 d)
Damon Merrill Mapes	Osaic Fa, Inc. other	Fintegra, LLC other	Other	Apr 11, 2006	Sep 1, 2006 (143 d)
James Michael Gersack	Banc Of America Investment Services, Inc. unclassified	Fintegra, LLC other	Other	Feb 17, 2006	May 12, 2006 (84 d)
Gregory Emil Britsch	Chase Investment Services Corp. other	Fintegra, LLC other	Other	Sep 9, 2005	Mar 23, 2009 (1291 d)
Jerome Joseph Hunsanger	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Fintegra, LLC other	Other	May 13, 2005	Apr 6, 2005
Bryan Karl Raymond	Cuna Brokerage Services, Inc. other	Fintegra, LLC other	Other	Jan 31, 2005	Feb 1, 2005
Joseph William Toussaint	Pmg Securities Corporation unclassified	Fintegra, LLC other	Other	Dec 31, 2004	Jan 3, 2005
Roberto Escobar	Chase Investment Services Corp. other	Fintegra, LLC other	Other	May 27, 2004	Jun 4, 2004
Scott A Hatler	Pruco Securities, LLC other	Fintegra, LLC other	Other	Mar 18, 2004	Jan 4, 2006 (657 d)
Reynaldo Castro Jr.	Cetera Investment Services LLC other	Fintegra, LLC other	Other	Oct 11, 2002	Oct 6, 2005 (1091 d)

Page 1 of 1

48 moves match.