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
Tony Alan Tolene
Feed of 09/15/2026
At current firm
6 y
since May 1, 2020
In the industry
16 y
since Jan 14, 2010 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63, 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
- Infinity Financial Services Advisory independent RIA currentsince May 1, 2020 · Harrisburg, Pa
- Infinity Financial Services unclassifiedOct 19, 2016 to Dec 31, 2020 · Harrisburg, Pa
- LPL Financial LLC BD affiliatedDec 18, 2013 to Oct 25, 2016 · Harrisburg, Pa
- Pnc Wealth Management BD affiliatedSep 13, 2012 to Dec 19, 2013 · Camp Hill, Pa
- Chase Investment Services Corp. formerMay 8, 2012 to Sep 5, 2012 · New York, Ny
Moves
a registration end followed by a registration begin elsewhere
- Infinity Financial Services to Infinity Financial Services Advisoryleft Dec 31, 2020, registered May 1, 2020 (-244 days) · Other
- LPL Financial LLC to Infinity Financial Servicesleft Oct 25, 2016, registered Oct 19, 2016 (-6 days) · Other
- Pnc Wealth Management to LPL Financial LLCleft Dec 19, 2013, registered Dec 18, 2013 (-1 days) · Other
- Chase Investment Services Corp. to Pnc Wealth Managementleft Sep 5, 2012, registered Sep 13, 2012 (8 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
- 16derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address