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

Donald Robert Burnaford

Mpi Wealth Management LLCindependent RIAHarvey Cedars, Nj IA-onlyIAPD 36065

Feed of 09/14/2026

At current firm

0 y

since Jan 1, 2026

In the industry

28 y

since Mar 6, 1998 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Mpi Wealth Management LLC independent RIA current
since Jan 1, 2026 · Hinsdale, Il
Osaic Wealth, Inc. BD affiliated
Oct 11, 2024 to Mar 24, 2025 · Moorestown, Nj
Copper Beech Financial Group, LLC independent RIA
Aug 12, 2021 to Mar 20, 2025 · Moorestown, Nj
Family Office Partners, Inc. former
Jun 21, 2017 to Dec 31, 2017 · Harvey Cedars, Nj
American Portfolios Advisors, Inc former
Oct 23, 2013 to Oct 11, 2024 · Holbrook, Ny
New England Securities Corporation former
Dec 14, 2009 to Oct 15, 2013 · Wall Township, Nj
Osaic Fa, Inc. former
May 10, 2004 to Dec 1, 2009 · Manalapan, Nj

Moves

a registration end followed by a registration begin elsewhere

Osaic Wealth, Inc. to Mpi Wealth Management LLC
left Mar 24, 2025, registered Jan 1, 2026 (283 days) · Affiliated broker-dealer or bank to independent RIA
Copper Beech Financial Group, LLC to Osaic Wealth, Inc.
left Mar 20, 2025, registered Oct 11, 2024 (-160 days) · RIA to affiliated broker-dealer or bank
American Portfolios Advisors, Inc to Family Office Partners, Inc.
left Oct 11, 2024, registered Jun 21, 2017 (-2669 days) · Other · moved with a team
Family Office Partners, Inc. to Copper Beech Financial Group, LLC
left Dec 31, 2017, registered Aug 12, 2021 (1320 days) · Other
New England Securities Corporation to American Portfolios Advisors, Inc
left Oct 15, 2013, registered Oct 23, 2013 (8 days) · Other
Osaic Fa, Inc. to New England Securities Corporation
left Dec 1, 2009, registered Dec 14, 2009 (13 days) · Other

Signals

Donald Robert Burnaford left Osaic Wealth, Inc. for Mpi Wealth Management Llc (registered 2026-01-01)
Mar 24, 2025 · Advisor changed firm · fact
Donald Robert Burnaford left Copper Beech Financial Group, Llc for Osaic Wealth, Inc. (registered 2024-10-11)
Mar 20, 2025 · Advisor changed firm · fact
Donald Robert Burnaford left American Portfolios Advisors, Inc for Family Office Partners, Inc. (registered 2017-06-21)
Oct 11, 2024 · Advisor changed firm · fact

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: 28derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address