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 Advisors Network 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.

AdvisorFromToTypeLeftRegistered
Kenneth Ray WebbEdward Jones national BDIntegrated Advisors Network LLC independent RIAAffiliated broker-dealer or bank to independent RIAJul 2, 2026Jul 23, 2026
Marc CroneIndependent Financial Group, LLC BD affiliatedIntegrated Advisors Network LLC independent RIAAffiliated broker-dealer or bank to independent RIAMar 30, 2026Apr 21, 2026
Vincent J FlorentinoEquitable Advisors, LLC national BDIntegrated Advisors Network LLC independent RIAAffiliated broker-dealer or bank to independent RIAMar 16, 2026Apr 13, 2026
John Melville DavisSowell Management independent RIAIntegrated Advisors Network LLC independent RIARIA to RIAJan 2, 2026Jan 2, 2026
Dwight Lloyd OwerMitchell Vaught & Taylor Inc independent RIAIntegrated Advisors Network LLC independent RIARIA to RIADec 31, 2025Jul 7, 2025
Thomas AndrewsStrategic Advisers LLC national BDIntegrated Advisors Network LLC independent RIAAffiliated broker-dealer or bank to independent RIANov 13, 2025Dec 3, 2025
Aaron C BlaineMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseIntegrated Advisors Network LLC independent RIAWirehouse to independent RIAJun 20, 2025Jun 8, 2025
Blake FeldmannAmeriprise Financial Services, LLC national BDIntegrated Advisors Network LLC independent RIAAffiliated broker-dealer or bank to independent RIAMay 12, 2025May 16, 2025
Alex Kingsley SuggsMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseIntegrated Advisors Network LLC independent RIAWirehouse to independent RIAFeb 26, 2025Apr 4, 2025 (37 d)
Thomas Haywood SarkesWells Fargo Advisors wirehouseIntegrated Advisors Network LLC independent RIAWirehouse to independent RIAJan 3, 2025Dec 26, 2024
Johnny C FowlerHub Investment Partners, LLC mixed wealthIntegrated Advisors Network LLC independent RIARIA to RIAMay 21, 2024Mar 3, 2025 (286 d)
Duane Neil BurghardStifel, Nicolaus & Company, Incorporated national BDIntegrated Advisors Network LLC independent RIAAffiliated broker-dealer or bank to independent RIAMar 15, 2024Apr 4, 2024
Wesley Campbell BrittAmeriprise Financial Services, LLC national BDIntegrated Advisors Network LLC independent RIAAffiliated broker-dealer or bank to independent RIAFeb 16, 2024Feb 23, 2024
Everett Cole FranksCetera Investment Advisers LLC BD affiliatedIntegrated Advisors Network LLC independent RIAAffiliated broker-dealer or bank to independent RIAMay 19, 2023Feb 27, 2024 (284 d)
Donald A. SawyerMountain Capital Investment Advisors Inc independent RIAIntegrated Advisors Network LLC independent RIARIA to RIASep 1, 2022Nov 15, 2019
Charles David BrownDhk Financial Advisors Inc otherIntegrated Advisors Network LLC independent RIAOtherAug 10, 2022Aug 23, 2022
Taylor Dean LeeVoya Investment Management Co. LLC otherIntegrated Advisors Network LLC independent RIAOtherJun 10, 2022Jun 24, 2022
Michael Patrick RossOneseven independent RIAIntegrated Advisors Network LLC independent RIARIA to RIAApr 14, 2022Apr 15, 2022
Arnell LandOneseven independent RIAIntegrated Advisors Network LLC independent RIARIA to RIAApr 14, 2022May 11, 2022
Eric John OlneyShum Financial Group, Inc. independent RIAIntegrated Advisors Network LLC independent RIARIA to RIAFeb 7, 2022Sep 29, 2023 (599 d)
Christopher B LynnDba Jc Investment Management unclassifiedIntegrated Advisors Network LLC independent RIAOtherJan 19, 2022Aug 17, 2022 (210 d)
Michael Shannon ColemanMorgan Stanley wirehouseIntegrated Advisors Network LLC independent RIAWirehouse to independent RIADec 22, 2021Jan 4, 2022
Yonrico ScottPark Avenue Securities LLC BD affiliatedIntegrated Advisors Network LLC independent RIAAffiliated broker-dealer or bank to independent RIANov 3, 2021Oct 26, 2021
Charles Hensley Bruce WoodwardSan Francisco Sentry Investment Group independent RIAIntegrated Advisors Network LLC independent RIARIA to RIAOct 15, 2021Oct 5, 2021
James Joseph BurdettCambridge Investment Research Advisors, Inc. BD affiliatedIntegrated Advisors Network LLC independent RIAAffiliated broker-dealer or bank to independent RIAMar 3, 2021Mar 8, 2021
Mitchell HorstCambridge Investment Research Advisors, Inc. BD affiliatedIntegrated Advisors Network LLC independent RIAAffiliated broker-dealer or bank to independent RIAMar 3, 2021Feb 25, 2021
Mark Isagani BaileyCambridge Investment Research Advisors, Inc. BD affiliatedIntegrated Advisors Network LLC independent RIAAffiliated broker-dealer or bank to independent RIAMar 3, 2021Mar 8, 2021
Patrick M KennedyMorgan Stanley wirehouseIntegrated Advisors Network LLC independent RIAWirehouse to independent RIAJan 19, 2021Jan 8, 2021
Justin P BernierMorgan Stanley wirehouseIntegrated Advisors Network LLC independent RIAWirehouse to independent RIAJan 13, 2021Jan 8, 2021
Paul Edward MeyerCresset Asset Management, LLC independent RIAIntegrated Advisors Network LLC independent RIARIA to RIAJun 8, 2020Jun 5, 2020
Jaimi Lee DennehyCresset Asset Management, LLC independent RIAIntegrated Advisors Network LLC independent RIARIA to RIAJun 8, 2020Jun 5, 2020
Christopher George KalafatisCresset Asset Management, LLC independent RIAIntegrated Advisors Network LLC independent RIARIA to RIAJun 8, 2020Jun 5, 2020
Eric A GroupTd Ameritrade Investment Management, LLC independent RIAIntegrated Advisors Network LLC independent RIARIA to RIAApr 28, 2020Jul 22, 2020 (85 d)
Brenda Sue CoxMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseIntegrated Advisors Network LLC independent RIAWirehouse to independent RIAFeb 26, 2020Feb 24, 2020
Nathan Douglas O'SteenW.Wall And Company, Inc. otherIntegrated Advisors Network LLC independent RIAOtherJan 10, 2020Jan 15, 2020
Rick Joseph MilitelloMilitello Wealth Management, L.L.C. otherIntegrated Advisors Network LLC independent RIAOtherDec 31, 2019Aug 2, 2019
Melissa MaeArista Advisory Group, LLC independent RIAIntegrated Advisors Network LLC independent RIARIA to RIAOct 30, 2019Feb 7, 2020 (100 d)
William Francis BernerUBS Financial Services Inc. wirehouseIntegrated Advisors Network LLC independent RIAWirehouse to independent RIAOct 22, 2019Oct 11, 2019
Wendie Caprice HohmanUBS Financial Services Inc. wirehouseIntegrated Advisors Network LLC independent RIAWirehouse to independent RIAOct 22, 2019Oct 11, 2019
Nicole Marie GarzaRedefine Wealth Management, LLC independent RIAIntegrated Advisors Network LLC independent RIARIA to RIAOct 1, 2019Sep 10, 2019
Lance Damion LienartMorgan Stanley wirehouseIntegrated Advisors Network LLC independent RIAWirehouse to independent RIAAug 28, 2019Sep 12, 2019
Susan KatzKatz Family Financial Advisors, LLC independent RIAIntegrated Advisors Network LLC independent RIARIA to RIAAug 13, 2019Jul 9, 2019
Amanda Jean KlugKatz Family Financial Advisors, LLC independent RIAIntegrated Advisors Network LLC independent RIARIA to RIAAug 13, 2019Jul 1, 2019
Alex Kingsley SuggsUBS Financial Services Inc. wirehouseIntegrated Advisors Network LLC independent RIAWirehouse to independent RIAJun 26, 2019Sep 10, 2019 (76 d)
Janet Colleen GallowayStonex Advisors Inc. BD affiliatedIntegrated Advisors Network LLC independent RIAAffiliated broker-dealer or bank to independent RIAMay 31, 2019May 29, 2019
Thomas Adam SmithFirst Command Advisory Services BD affiliatedIntegrated Advisors Network LLC independent RIAAffiliated broker-dealer or bank to independent RIAApr 12, 2019Mar 25, 2019
Jessica BartleWillow independent RIAIntegrated Advisors Network LLC independent RIARIA to RIAMar 12, 2019Oct 24, 2019 (226 d)
Michael SztromSztrom Capital Management, LLC unclassifiedIntegrated Advisors Network LLC independent RIAOtherDec 31, 2018Mar 13, 2018
William George YociusShields Capital Advisors, Inc. unclassifiedIntegrated Advisors Network LLC independent RIAOtherNov 13, 2018Aug 2, 2018
Geoffrey Mitchell ZimmermanMosaic Financial Partners, Inc. independent RIAIntegrated Advisors Network LLC independent RIARIA to RIAOct 19, 2018Dec 17, 2018 (59 d)
Terri Ziegle CampbellArcher Bay Capital LLC unclassifiedIntegrated Advisors Network LLC independent RIAOtherOct 10, 2018Oct 4, 2018
Curtis Scott BurnsVintage West Capital Management independent RIAIntegrated Advisors Network LLC independent RIARIA to RIAAug 17, 2018Jun 19, 2018
Todd David BlackburnVintage West Capital Management independent RIAIntegrated Advisors Network LLC independent RIARIA to RIAAug 17, 2018Jun 19, 2018
John Parker RhodesAugusta Capital Investors, LLC asset managerIntegrated Advisors Network LLC independent RIAOtherAug 6, 2018Aug 27, 2018
Gregory Scott YoungHayden Royal independent RIAIntegrated Advisors Network LLC independent RIARIA to RIAJul 11, 2018Jan 1, 2025 (2366 d)
Michael J NorrisHayden Royal independent RIAIntegrated Advisors Network LLC independent RIARIA to RIAJul 11, 2018Jul 6, 2018
Joshua D BradleyHayden Royal independent RIAIntegrated Advisors Network LLC independent RIARIA to RIAJul 10, 2018Aug 13, 2018 (34 d)
Jerri HammonsAxxcess Wealth Management, LLC otherIntegrated Advisors Network LLC otherOtherDec 19, 2017Sep 23, 2016
Guerdon Tisdale ElyEly Prudent Portfolios, LLC otherIntegrated Advisors Network LLC otherOtherDec 9, 2017Jul 5, 2017
Anna Christina NelsonEly Prudent Portfolios, LLC otherIntegrated Advisors Network LLC otherOtherDec 9, 2017Jul 6, 2017
Page 1 of 2Next
84 moves match.