DFX Intelligence
RIA Intelligence
Advisor moves
Arrivals at Integritas Wealth Strategies, 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 |
|---|---|---|---|---|---|
| Matthew Tucker Mcgee | Ameriprise Financial Services, LLC national BD | Integritas Wealth Strategies, LLC state registered | Affiliated broker-dealer or bank to a state-registered adviser | Mar 12, 2026 | Jun 10, 2026 (90 d) |
| Daniel Cody Heidel | Ameriprise Financial Services, LLC national BD | Integritas Wealth Strategies, LLC state registered | Affiliated broker-dealer or bank to a state-registered adviser | Aug 5, 2024 | Aug 2, 2024 |
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2 moves match.