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 Intergy Private Wealth, 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 |
|---|---|---|---|---|---|
| Cole Brady Anderson | Kestra Advisory Services, LLC BD affiliated | Intergy Private Wealth, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 11, 2026 | Jun 23, 2026 |
| Geoffrey Thomas Schaefer | Northwestern Mutual Investment Services,LLC no RAUM | Intergy Private Wealth, LLC no RAUM | Other | Oct 1, 2021 | Sep 30, 2021 |
| Charles B Dunn | Northwestern Mutual Investment Services,LLC no RAUM | Intergy Private Wealth, LLC independent RIA | Other | Sep 12, 2016 | Jan 1, 2025 (3033 d) |
| Mark Roland Perrault | Northwestern Mutual Investment Services,LLC no RAUM | Intergy Private Wealth, LLC no RAUM | Other | Jun 6, 2016 | Oct 6, 2021 (1948 d) |
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4 moves match.