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 Aaron Wright
Feed of 09/15/2026
At current firm
0 y
since Jan 14, 2026
In the industry
13 y
since Jan 1, 2013 (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
S65
IA exams only
Book size
not public
not estimated here
Signals
2
dated events on this person
Registration history
IAPD current and previous registrations
- Foundations Investment Advisors LLC independent RIA currentsince Jan 14, 2026 · Cookeville, Tn
- Creekmur Asset Management, LLC independent RIAMay 21, 2024 to Sep 24, 2024 · Cookeville, Tn
- Retirement Specialty Group, Inc. formerMay 11, 2021 to Aug 1, 2024 · Cookeville, Tn
- Optivise Advisory Services LLC independent RIAJan 5, 2021 to Sep 7, 2021 · Cookville, Tn
- Optivise Advisory Services LLC independent RIAJan 22, 2020 to Dec 31, 2020 · Cookville, Tn
Moves
a registration end followed by a registration begin elsewhere
- Creekmur Asset Management, LLC to Foundations Investment Advisors LLCleft Sep 24, 2024, registered Jan 14, 2026 (477 days) · RIA to RIA
- Retirement Specialty Group, Inc. to Creekmur Asset Management, LLCleft Aug 1, 2024, registered May 21, 2024 (-72 days) · RIA to RIA
- Optivise Advisory Services LLC to Retirement Specialty Group, Inc.left Sep 7, 2021, registered May 11, 2021 (-119 days) · RIA to RIA
Signals
- Anthony Aaron Wright left Creekmur Asset Management, Llc for Foundations Investment Advisors Llc (registered 2026-01-14)Sep 24, 2024 · Advisor changed firm · fact
- Anthony Aaron Wright left Retirement Specialty Group, Inc. for Creekmur Asset Management, Llc (registered 2024-05-21)Aug 1, 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
- 13derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address