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
Anthony Richard Pampel
Feed of 09/14/2026
Also filed as Tony Richard Pampel
At current firm
4 y
since Sep 1, 2022
In the industry
18 y
since May 20, 2008 (earliest exam, job or registration)
Prior registered firms
7
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
2
dated events on this person
Registration history
IAPD current and previous registrations
- Csenge Advisory Group, LLC independent RIA currentsince Sep 1, 2022 · Clearwater, Fl
- Lion Street Advisors, LLC formerAug 25, 2022 to Aug 30, 2023 · Austin, Tx
- True Life Financial Planning, LLC unclassifiedFeb 3, 2017 to Dec 31, 2022 · Dallas, Tx
- True Life Financial Planning, LLC unclassifiedJul 14, 2015 to Dec 31, 2016 · Dallas, Tx
- MML Investors Services, LLC BD affiliatedFeb 26, 2013 to Jun 1, 2015 · Dallas, Tx
- 1st Global Advisors Inc formerMar 7, 2012 to Oct 22, 2012 · Dallas, Tx
- MML Investors Services, LLC BD affiliatedJul 21, 2009 to Mar 15, 2012 · Dallas, Tx
- Sunset Financial Services, Inc. formerJul 24, 2008 to Jun 10, 2009 · Dallas, Tx
Moves
a registration end followed by a registration begin elsewhere
- Lion Street Advisors, LLC to Csenge Advisory Group, LLCleft Aug 30, 2023, registered Sep 1, 2022 (-363 days) · Affiliated broker-dealer or bank to independent RIA
- True Life Financial Planning, LLC to Lion Street Advisors, LLCleft Dec 31, 2022, registered Aug 25, 2022 (-128 days) · Other
- MML Investors Services, LLC to True Life Financial Planning, LLCleft Jun 1, 2015, registered Jul 14, 2015 (43 days) · Other
- 1st Global Advisors Inc to MML Investors Services, LLCleft Oct 22, 2012, registered Feb 26, 2013 (127 days) · Other
- MML Investors Services, LLC to 1st Global Advisors Incleft Mar 15, 2012, registered Mar 7, 2012 (-8 days) · Other
- Sunset Financial Services, Inc. to MML Investors Services, LLCleft Jun 10, 2009, registered Jul 21, 2009 (41 days) · Other
Signals
- Anthony Richard Pampel left Lion Street Advisors, Llc for Csenge Advisory Group, Llc (registered 2022-09-01)Aug 30, 2023 · Advisor changed firm · fact
- Anthony Richard Pampel left True Life Financial Planning, Llc for Lion Street Advisors, Llc (registered 2022-08-25)Dec 31, 2022 · 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
- 18derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address