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.
Registered advisor
Lee Allan Abramovitz
Feed of 09/14/2026
Also filed as Lee Allen Abramovitz
At current firm
5 y
since Jul 1, 2021
In the industry
31 y
since Apr 7, 1995 (earliest exam, job or registration)
Prior registered firms
6
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Exodus Wealth, LLC independent RIA currentsince Jul 1, 2021 · Stateline, Nv
- Exodus Wealth, LLC independent RIAApr 1, 2021 to Apr 7, 2021 · San Ramon, Ca
- Founders Financial Securities, LLC independent RIANov 14, 2018 to Jun 28, 2021 · Towson, Md
- Infinity Financial Services unclassifiedMay 10, 2017 to Nov 9, 2018 · Oakland, Ca
- LPL Financial LLC BD affiliatedAug 27, 2009 to May 16, 2017 · Pikesville, Md
- Invest Financial Corporation formerJun 16, 2008 to Sep 2, 2009 · Baltimore, Md
- Osaic Fa, Inc. formerMar 27, 1998 to Jun 17, 2008 · Lutherville, Md
Moves
a registration end followed by a registration begin elsewhere
- Founders Financial Securities, LLC to Exodus Wealth, LLCleft Jun 28, 2021, registered Apr 1, 2021 (-88 days) · RIA to RIA
- Infinity Financial Services to Founders Financial Securities, LLCleft Nov 9, 2018, registered Nov 14, 2018 (5 days) · Other
- LPL Financial LLC to Infinity Financial Servicesleft May 16, 2017, registered May 10, 2017 (-6 days) · Other
- Invest Financial Corporation to LPL Financial LLCleft Sep 2, 2009, registered Aug 27, 2009 (-6 days) · Other
- Osaic Fa, Inc. to Invest Financial Corporationleft Jun 17, 2008, registered Jun 16, 2008 (-1 days) · Other
Signals
No dated event on this person.
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 31derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address