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 Integras Partners, 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 |
|---|---|---|---|---|---|
| Thomas Justin Kozelka | Adapt Wealth Advisors, LLC independent RIA | Integras Partners, LLC independent RIA | RIA to RIA | Jun 14, 2026 | Jun 26, 2026 |
| Michal-Erin Frushell | Securities America Advisors, Inc. BD affiliated | Integras Partners, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 28, 2022 | Apr 25, 2022 |
| Keith David Johnson | Berthel Fisher & Company Financial Services, Inc. other | Integras Partners, LLC no RAUM | Other | Dec 31, 2015 | Jan 6, 2015 |
| Albert Sidney Browning | Berthel Fisher & Company Financial Services, Inc. other | Integras Partners, LLC no RAUM | Other | Dec 31, 2015 | Jan 6, 2015 |
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4 moves match.