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 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 |
|---|---|---|---|---|---|
| Jennifer Sue Paterson | Mainsail Financial Group independent RIA | Integrity Wealth LLC independent RIA | RIA to RIA | Mar 30, 2026 | Apr 6, 2026 |
| Charles Richard Blozinski | Integrity Financial Planners unclassified | Integrity Wealth LLC independent RIA | Other | Oct 24, 2024 | Feb 10, 2026 (474 d) |
| Scott Everett Sanders | True Private Wealth Advisors, LLC independent RIA | Integrity Wealth LLC independent RIA | RIA to RIA | Jul 10, 2024 | Jan 17, 2025 (191 d) |
| Jesse Carl Coffee | True Private Wealth Advisors, LLC independent RIA | Integrity Wealth LLC no RAUM | RIA to a newly registered adviser | Jul 10, 2024 | Jun 17, 2024 |
| Teresa Lynn Hughes | True Private Wealth Advisors, LLC independent RIA | Integrity Wealth LLC independent RIA | RIA to RIA | Jul 10, 2024 | Jan 1, 2025 (175 d) |
| Matthew James Mathiesen | Journeytree Financial Advisors unclassified | Integrity Wealth LLC no RAUM | Other | Jun 24, 2024 | Jul 1, 2024 |
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6 moves match.