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 Integra Global Advisors 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 Roth | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Integra Global Advisors LLC independent RIA | Wirehouse to independent RIA | Oct 30, 2025 | Jan 21, 2026 (83 d) |
| Savion L Harris | Corient independent RIA | Integra Global Advisors LLC mixed wealth | RIA to RIA | Mar 25, 2024 | Feb 25, 2025 (337 d) |
| John Augustin Sullivan | Alpha Zero LLC independent RIA | Integra Global Advisors LLC mixed wealth | RIA to RIA | Feb 20, 2024 | Feb 24, 2025 (370 d) |
| Bradley T Riccardi | Morgan Stanley wirehouse | Integra Global Advisors LLC mixed wealth | Wirehouse to independent RIA | Jan 24, 2024 | Feb 19, 2025 (392 d) |
| Henry George Lande | Beacon Pointe Advisors, LLC independent RIA | Integra Global Advisors LLC mixed wealth | RIA to RIA | Oct 11, 2023 | Feb 24, 2025 (502 d) |
| Matthew John Stevens | New Age Alpha asset manager | Integra Global Advisors LLC mixed wealth | Other | Jul 12, 2022 | Feb 3, 2025 (937 d) |
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6 moves match.