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 Integrated Wealth Solutions, 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.

AdvisorFromToTypeLeftRegistered
James Morgan ShafferTerra Wealth independent RIAIntegrated Wealth Solutions, LLC independent RIARIA to RIAJul 28, 2025Aug 20, 2025
Trent Thomas HeckmanTerra Wealth independent RIAIntegrated Wealth Solutions, LLC independent RIARIA to RIAApr 16, 2025Mar 30, 2025
Michelle WilkinsonTerra Wealth independent RIAIntegrated Wealth Solutions, LLC independent RIARIA to RIAFeb 5, 2025Jan 31, 2025
Richard WilkinsonTerra Wealth independent RIAIntegrated Wealth Solutions, LLC independent RIARIA to RIAFeb 4, 2025Jan 31, 2025
Jacob C KentInvest Financial Corporation otherIntegrated Wealth Solutions, LLC independent RIAOtherSep 21, 2012Apr 13, 2026 (4952 d)
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5 moves match.