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 Planning & Wealth Management, 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 |
|---|---|---|---|---|---|
| Dylan Michael Fitchet | Wells Fargo Advisors wirehouse | Integrated Planning & Wealth Management, LLC independent RIA | Wirehouse to independent RIA | Feb 11, 2026 | Mar 18, 2026 (35 d) |
| John Robert Bohnsack | Briaud Financial Advisors independent RIA | Integrated Planning & Wealth Management, LLC independent RIA | RIA to RIA | Jul 12, 2021 | Sep 21, 2021 (71 d) |
| Kent Alexander Delph | Charles Schwab & Co., Inc. national BD | Integrated Planning & Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | May 18, 2020 | May 27, 2020 |
| Adam Frank Cmejla | Cambridge Investment Research Advisors, Inc. other | Integrated Planning & Wealth Management, LLC independent RIA | Other | Mar 14, 2017 | Feb 21, 2017 |
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4 moves match.