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 Integrity Advisory Solutions
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 |
|---|---|---|---|---|---|
| Eric Sean Drudge | Encompass More Asset Management LLC independent RIA | Integrity Advisory Solutions independent RIA | RIA to RIA | Aug 20, 2026 | Aug 19, 2026 |
| Kevin Edward Sullivan | Namcoa mixed wealth | Integrity Advisory Solutions independent RIA | RIA to RIA | Aug 5, 2026 | Aug 4, 2026 |
| Christopher William Habedank | Namcoa mixed wealth | Integrity Advisory Solutions independent RIA | RIA to RIA | Aug 5, 2026 | Aug 4, 2026 |
| Tyler B Ashley | Namcoa mixed wealth | Integrity Advisory Solutions independent RIA | RIA to RIA | Aug 5, 2026 | Aug 4, 2026 |
| Bradley James Hanus | Cache Advisors LLC asset manager | Integrity Advisory Solutions independent RIA | Other | Jul 31, 2026 | Sep 2, 2026 (33 d) |
| Jason Thornton | Encompass More Asset Management LLC independent RIA | Integrity Advisory Solutions independent RIA | RIA to RIA | Jun 4, 2026 | Jun 11, 2026 |
| Craig Alexander Chandler | Cs Planning Corp independent RIA | Integrity Advisory Solutions independent RIA | RIA to RIA | May 11, 2026 | Apr 13, 2026 |
| Michelle Renee Stockman | Principal Asset Management other | Integrity Advisory Solutions independent RIA | Other | Apr 24, 2026 | Apr 24, 2026 |
| Joseph Michael Polychronis | Tucker Asset Management LLC independent RIA | Integrity Advisory Solutions independent RIA | RIA to RIA | Mar 4, 2026 | Feb 27, 2026 |
| Aaron Niedorf | Tlg Advisors, Inc. BD affiliated | Integrity Advisory Solutions independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 31, 2025 | Dec 19, 2025 |
| John Weaver Bunt | Gradient Advisors, LLC independent RIA | Integrity Advisory Solutions independent RIA | RIA to RIA | Dec 31, 2025 | Jan 8, 2026 |
| Ethan S Donahue | Edward Jones national BD | Integrity Advisory Solutions independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 11, 2025 | Feb 2, 2026 (53 d) |
| David Alan Henry | Integrity Alliance, LLC BD affiliated | Integrity Advisory Solutions independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 19, 2025 | Jan 9, 2024 |
| John Randall Potter | Efficient Advisors independent RIA | Integrity Advisory Solutions independent RIA | RIA to RIA | Aug 21, 2025 | Apr 5, 2024 |
| Paul Allen Kraft | Frank & Kraft Wealth Coaching, Inc. unclassified | Integrity Advisory Solutions independent RIA | Other | Apr 29, 2025 | Mar 23, 2024 |
| Matthew P Jarvis | Jarvis Financial independent RIA | Integrity Advisory Solutions independent RIA | RIA to RIA | Apr 25, 2025 | Sep 30, 2024 |
| Rhys Colby Cooper | Jarvis Financial independent RIA | Integrity Advisory Solutions independent RIA | RIA to RIA | Apr 25, 2025 | Sep 30, 2024 |
| Allen Lee Gentry | Jarvis Financial independent RIA | Integrity Advisory Solutions independent RIA | RIA to RIA | Apr 25, 2025 | Sep 30, 2024 |
| Carl Ahrens Price | Price Wealth Coaching LLC unclassified | Integrity Advisory Solutions independent RIA | Other | Apr 16, 2025 | Feb 21, 2025 |
| Carl Ahrens Price | Price Wealth Coaching LLC unclassified | Integrity Advisory Solutions independent RIA | Other | Apr 16, 2025 | Dec 16, 2025 (244 d) |
| Carrie Masure | Gradient Advisors, LLC independent RIA | Integrity Advisory Solutions independent RIA | RIA to RIA | Apr 15, 2025 | Apr 22, 2025 |
| Jason Anthony Kemble | Wr Wealth Planners LLC independent RIA | Integrity Advisory Solutions independent RIA | RIA to RIA | Mar 27, 2025 | Sep 13, 2024 |
| Jeffrey Joe Kaufman | Wr Wealth Planners LLC independent RIA | Integrity Advisory Solutions independent RIA | RIA to RIA | Mar 27, 2025 | Sep 5, 2024 |
| Cooper J Kaufman | Wr Wealth Planners LLC independent RIA | Integrity Advisory Solutions independent RIA | RIA to RIA | Mar 27, 2025 | Sep 5, 2024 |
| Robert Joseph Steinmetz | Wr Wealth Planners LLC independent RIA | Integrity Advisory Solutions independent RIA | RIA to RIA | Mar 27, 2025 | Sep 5, 2024 |
| Bridget Hannigan Mackay | Clock Tower Wealth Management, Inc. unclassified | Integrity Advisory Solutions independent RIA | Other | Mar 13, 2025 | Jan 1, 2025 |
| Miranda Marie Pringle-Dressler | Clock Tower Wealth Management, Inc. unclassified | Integrity Advisory Solutions independent RIA | Other | Mar 13, 2025 | Jan 9, 2025 |
| Tab Leroy Kahikiula Artis | LPL Financial LLC BD affiliated | Integrity Advisory Solutions independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 11, 2025 | Jul 3, 2025 (114 d) |
| Isaiah Smith | Alphastar Capital Management independent RIA | Integrity Advisory Solutions independent RIA | RIA to RIA | Mar 4, 2025 | Mar 3, 2025 |
| David Andrew Weiland | Alphastar Capital Management independent RIA | Integrity Advisory Solutions independent RIA | RIA to RIA | Feb 13, 2025 | Mar 3, 2025 |
| Samuel Martin Stenson | Cetera Investment Advisers LLC BD affiliated | Integrity Advisory Solutions independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 4, 2025 | Jan 8, 2026 (338 d) |
| Mitchell Monson | Lifepro Asset Management independent RIA | Integrity Advisory Solutions independent RIA | RIA to RIA | Jan 31, 2025 | Mar 13, 2025 (41 d) |
| Robert Wayne Knotts | Alphastar Capital Management independent RIA | Integrity Advisory Solutions independent RIA | RIA to RIA | Jan 31, 2025 | Feb 4, 2025 |
| Shannon Matthew Dugger | Alphastar Capital Management independent RIA | Integrity Advisory Solutions independent RIA | RIA to RIA | Jan 30, 2025 | Jan 30, 2025 |
| Samuel D Shinn | LPL Financial LLC BD affiliated | Integrity Advisory Solutions independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 24, 2025 | Feb 11, 2025 |
| Zachary Hamilton Otey | Integrity Alliance, LLC BD affiliated | Integrity Advisory Solutions independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 2, 2025 | Oct 22, 2024 |
| Christopher Randolph Cassidy | LPL Financial LLC BD affiliated | Integrity Advisory Solutions independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 31, 2024 | Jun 9, 2026 (525 d) |
| Chad Vincent Cassiani | Integrity Alliance, LLC BD affiliated | Integrity Advisory Solutions independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 12, 2024 | Oct 23, 2024 |
| Christopher Joel Mark | Osaic Wealth, Inc. BD affiliated | Integrity Advisory Solutions independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 22, 2024 | Oct 18, 2024 |
| Stephen Anthony Mendel | Vested Legacy Wealth Management, L.P. state registered | Integrity Advisory Solutions independent RIA | Other | Oct 18, 2024 | Jun 11, 2024 |
| Miriam Abraham | Integrity Alliance, LLC BD affiliated | Integrity Advisory Solutions independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 24, 2024 | Apr 11, 2024 |
| Michael A Ferrer | Blackrock Investment Management, LLC other | Integrity Advisory Solutions independent RIA | Other | Sep 5, 2024 | Oct 18, 2024 (43 d) |
| Shannon Dean Schofield | Invesco Advisers, Inc. asset manager | Integrity Advisory Solutions independent RIA | Other | Sep 4, 2024 | Oct 10, 2024 (36 d) |
| Sanford Michael Fisch | Integrity Alliance, LLC BD affiliated | Integrity Advisory Solutions independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 3, 2024 | Apr 11, 2024 |
| Cornelius Joseph O'Reilly | Integrity Alliance, LLC BD affiliated | Integrity Advisory Solutions independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 8, 2024 | Apr 11, 2024 |
| Joshua Kent Crawford | Integrity Alliance, LLC BD affiliated | Integrity Advisory Solutions independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 27, 2024 | Mar 28, 2024 |
| Gina Marie Leguria | Integrity Alliance, LLC BD affiliated | Integrity Advisory Solutions independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 27, 2024 | Mar 19, 2024 |
| Sean A Ruggiero | Gradient Advisors, LLC independent RIA | Integrity Advisory Solutions independent RIA | RIA to RIA | May 30, 2024 | May 30, 2024 |
| Maritess Tamunday Bott | Abundance Financial Coaching, LLC state registered | Integrity Advisory Solutions independent RIA | Other | Apr 28, 2024 | May 3, 2024 |
| Scott P Schomer | Abundance Financial Coaching, LLC state registered | Integrity Advisory Solutions independent RIA | Other | Apr 25, 2024 | Apr 23, 2024 |
| Stephen Michael Waltar | Integrity Alliance, LLC BD affiliated | Integrity Advisory Solutions independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 16, 2024 | Apr 11, 2024 |
| James Andrew Miller | Abundance Financial Coaching, LLC state registered | Integrity Advisory Solutions independent RIA | Other | Apr 3, 2024 | Apr 16, 2024 |
| Steven Jay Puckett | Creativeone Securities, LLC BD affiliated | Integrity Advisory Solutions independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 13, 2024 | Mar 13, 2024 |
| Joseph Roman Anderson | Correct Capital Wealth Management, LLC independent RIA | Integrity Advisory Solutions independent RIA | RIA to RIA | Mar 11, 2024 | Mar 20, 2024 |
| Jesse Perry Black | Creativeone Securities, LLC BD affiliated | Integrity Advisory Solutions independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 6, 2024 | Mar 4, 2024 |
| Sangmin Kim | Charles Schwab & Co., Inc. national BD | Integrity Advisory Solutions independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 19, 2024 | Feb 20, 2024 (32 d) |
| Robert Soules | Bankers Life Advisory Services, Inc. BD affiliated | Integrity Advisory Solutions independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 17, 2023 | Nov 12, 2025 (757 d) |
| Steven Lee Floyd | The Retirement Income Group LLC unclassified | Integrity Advisory Solutions independent RIA | Other | Aug 25, 2023 | Jul 1, 2022 |
| Victor Anthony Banks | Capital Investment Advisory Services, LLC BD affiliated | Integrity Advisory Solutions independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 27, 2023 | Aug 17, 2023 |
| Nelson Clifford Baxley | Primerica Advisors national BD | Integrity Advisory Solutions independent RIA | Affiliated broker-dealer or bank to independent RIA | May 16, 2023 | Feb 15, 2024 (275 d) |
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70 moves match.