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 Investment Consultants, 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
Quinn Patrick RafteryLittle Still unclassifiedIntegrated Investment Consultants, LLC independent RIAOtherApr 13, 2026Oct 13, 2024
Christopher Scott MackenzieSchwartz & Co. otherIntegrated Investment Consultants, LLC independent RIAOtherJan 24, 2025Feb 14, 2025
Adam Matthew RivettOnedigital institutionalIntegrated Investment Consultants, LLC independent RIAOtherJan 4, 2024Dec 1, 2025 (697 d)
Adam David Erffmeyer BraatzMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseIntegrated Investment Consultants, LLC independent RIAWirehouse to independent RIAJul 7, 2023Dec 3, 2025 (880 d)
Avery Joseph HasenauerRehmann Wealth independent RIAIntegrated Investment Consultants, LLC independent RIARIA to RIAJul 26, 2022Jan 3, 2025 (892 d)
Jeffrey Charles PetherickNorthpointe Capital LLC institutionalIntegrated Investment Consultants, LLC independent RIAOtherDec 31, 2019Jan 16, 2026 (2208 d)
Christopher Anthony ForteWells Fargo Advisors wirehouseIntegrated Investment Consultants, LLC independent RIAWirehouse to independent RIAMay 27, 2015Jun 23, 2026 (4045 d)
Todd J WagenbergWells Fargo Advisors wirehouseIntegrated Investment Consultants, LLC independent RIAWirehouse to independent RIAMay 27, 2015Jun 23, 2026 (4045 d)
Matthew Joseph CroissantWells Fargo Advisors wirehouseIntegrated Investment Consultants, LLC independent RIAWirehouse to independent RIAMay 27, 2015Nov 20, 2025 (3830 d)
Dena SouleWells Fargo Advisors wirehouseIntegrated Investment Consultants, LLC independent RIAWirehouse to independent RIAMay 27, 2015Jan 2, 2026 (3873 d)
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10 moves match.