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Advisor at AFFINITY WEALTH LLC
CANTON, OH
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| AFFINITY WEALTH LLC | Independent wealth | Mar 12, 2025 | n/a | yes | CANTON, OH | Current employment |
| RFG ADVISORY, LLC | Independent wealth | Feb 18, 2022 | Mar 14, 2025 | no | Westlake, OH|VESTAVIA HILLS, AL|Canton, OH | Previous registration |
| EDWARD JONES | National bd RIA | Nov 5, 2018 | Feb 22, 2022 | no | Lakewood, OH|ST LOUIS, MO|ROCKY RIVER, OH|WESTLAKE, OH | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| RFG ADVISORY, LLC | AFFINITY WEALTH LLC | Mar 14, 2025 | Mar 12, 2025 | -2 | Firm change | RIA to RIA |
| EDWARD JONES | RFG ADVISORY, LLC | Feb 22, 2022 | Feb 18, 2022 | -4 | Firm change | Ibd to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 250:158401:OH:2022-02-22 | Feb 22, 2022 | Feb 18, 2022 | WESTLAKE, OH | Firm change |