Advisor moves

Arrivals at Integrity Wealth Advisors

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
William John VailSecurities America Advisors, Inc. BD affiliatedIntegrity Wealth Advisors state registeredAffiliated broker-dealer or bank to a state-registered adviserFeb 24, 2023Feb 21, 2023
Nicholas Ronald VailSecurities America Advisors, Inc. BD affiliatedIntegrity Wealth Advisors state registeredAffiliated broker-dealer or bank to a state-registered adviserFeb 24, 2023Feb 21, 2023
William Michael VailSecurities America Advisors, Inc. BD affiliatedIntegrity Wealth Advisors state registeredAffiliated broker-dealer or bank to a state-registered adviserFeb 24, 2023Feb 21, 2023
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3 moves match.