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
Levi Allen Lamfers
Chartered Financial Consultant
Feed of 09/14/2026
Also filed as Levi Lamfers
At current firm
1 y
since Dec 16, 2024
In the industry
22 y
since Sep 25, 2003 (earliest exam, job or registration)
Prior registered firms
5
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S65, S66
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Empower Advisory Group, LLC BD affiliated currentsince Dec 16, 2024 · Greenwood Village, Co
- Advice And Planning Services BD affiliatedApr 15, 2016 to Nov 8, 2019 · Denver, Co
- New England Securities Corporation formerFeb 6, 2014 to Jan 2, 2015 · Charlotte, Nc
- Msi Financial Services, Inc. formerAug 15, 2012 to Mar 23, 2016 · Charlotte, Nc
- Commonwealth Financial Network national BDFeb 28, 2011 to Jun 18, 2012 · Waltham, Ma
- Equitable Advisors, LLC national BDFeb 6, 2007 to Feb 8, 2011 · Franklin, Tn
Moves
a registration end followed by a registration begin elsewhere
- Advice And Planning Services to Empower Advisory Group, LLCleft Nov 8, 2019, registered Dec 16, 2024 (1865 days) · Affiliated broker-dealer or bank to another · moved with a team
- Msi Financial Services, Inc. to New England Securities Corporationleft Mar 23, 2016, registered Feb 6, 2014 (-776 days) · Other
- New England Securities Corporation to Advice And Planning Servicesleft Jan 2, 2015, registered Apr 15, 2016 (469 days) · Other
- Commonwealth Financial Network to Msi Financial Services, Inc.left Jun 18, 2012, registered Aug 15, 2012 (58 days) · Other
- Equitable Advisors, LLC to Commonwealth Financial Networkleft Feb 8, 2011, registered Feb 28, 2011 (20 days) · Affiliated broker-dealer or bank to another
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
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 22derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address