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RIA / WealthAdvisor42 years in industry

DEE ANN PRICE

Advisor at AFFINITY FINANCIAL LLC

SOLON, OH

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:22 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Jun 27, 2002 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: AFFINITY FINANCIAL LLC
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: May 1, 1984earliest registration or exam on IAPD
Years in industry: 42derivedfrom the industry start date
Years at current firm: 19derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S65|S63
First exam: Mar 9, 1990
First registration: Jun 27, 2002
Dual registered: no
Other names: DEE PRICE|DEE A PRICE
IAPD individual key: 1280474

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
AFFINITY FINANCIAL LLC	State registered	Aug 7, 2007	n/a	yes	SOLON, OH	Current employment
CADARET GRANT & CO INC	Former SEC adviser	Dec 5, 2006	Sep 10, 2007	no	SYRACUSE, NY\|SOLON, OH	Previous registration
INVESTORS CAPITAL ADVISORY	Former SEC adviser	Jan 12, 2005	Dec 5, 2006	no	SOLON, OH	Previous registration
EASTERN POINT ADVISORS INC.	n/a	Jun 27, 2002	Dec 31, 2004	no	TWINSBURG, OH	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
CADARET GRANT & CO INC	AFFINITY FINANCIAL LLC	Sep 10, 2007	Aug 7, 2007	-34	Firm change after gap	Other
INVESTORS CAPITAL ADVISORY	CADARET GRANT & CO INC	Dec 5, 2006	Dec 5, 2006	0	Firm change	Other
EASTERN POINT ADVISORS INC.	INVESTORS CAPITAL ADVISORY	Dec 31, 2004	Jan 12, 2005	12	Bulk transfer	Other

Relationships

Registered with (4)

→ AFFINITY FINANCIAL LLCRegistered adviserregistration: current employment
Aug 7, 2007 to presentfactForm ADV
→ CADARET GRANT & CO INCRegistered adviserregistration: previous registration
Dec 5, 2006 to Sep 10, 2007factForm ADV
→ INVESTORS CAPITAL ADVISORYRegistered adviserregistration: previous registration
Jan 12, 2005 to Dec 5, 2006factForm ADV
→ EASTERN POINT ADVISORS INC.Registered adviserregistration: previous registration
Jun 27, 2002 to Dec 31, 2004factForm ADV

Dated events

No dated event names this entity yet.