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 Joseph Labrake
Certified Financial Planner
Feed of 09/15/2026
Also filed as Anthony Labrake
At current firm
1 y
since Jan 31, 2025
In the industry
11 y
since Mar 14, 2015 (earliest exam, job or registration)
Prior registered firms
8
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
4
dated events on this person
Registration history
IAPD current and previous registrations
- Sequoia Financial Group, L.L.C. independent RIA currentsince Jan 31, 2025 · Akron, Oh
- Q3 Advisors, LLC no RAUMSep 30, 2024 to Jan 7, 2025 · Miami, Fl
- Fiduciary Family Office, LLC independent RIAMay 30, 2024 to Jun 24, 2024 · Boca Raton, Fl
- Element Pointe Family Office independent RIAMay 30, 2023 to May 7, 2024 · Miami, Fl
- Facet independent RIAMay 24, 2021 to May 22, 2023 · Yardley, Pa
- Tobias Financial Advisors independent RIASep 8, 2020 to Mar 10, 2021 · Plantation, Fl
- Mercer Global Advisors Inc. independent RIAFeb 17, 2020 to Oct 21, 2020 · Boca Raton, Fl
- Adam Financial Associates Inc formerMar 27, 2018 to Feb 12, 2020 · Boca Raton, Fl
- Commonwealth Financial Network national BDNov 28, 2017 to Feb 13, 2018 · Jupiter, Fl
Moves
a registration end followed by a registration begin elsewhere
- Q3 Advisors, LLC to Sequoia Financial Group, L.L.C.left Jan 7, 2025, registered Jan 31, 2025 (24 days) · Other
- Fiduciary Family Office, LLC to Q3 Advisors, LLCleft Jun 24, 2024, registered Sep 30, 2024 (98 days) · Other
- Element Pointe Family Office to Fiduciary Family Office, LLCleft May 7, 2024, registered May 30, 2024 (23 days) · RIA to RIA
- Facet to Element Pointe Family Officeleft May 22, 2023, registered May 30, 2023 (8 days) · RIA to RIA
- Tobias Financial Advisors to Facetleft Mar 10, 2021, registered May 24, 2021 (75 days) · RIA to RIA
- Mercer Global Advisors Inc. to Tobias Financial Advisorsleft Oct 21, 2020, registered Sep 8, 2020 (-43 days) · RIA to RIA
- Adam Financial Associates Inc to Mercer Global Advisors Inc.left Feb 12, 2020, registered Feb 17, 2020 (5 days) · RIA to RIA
- Commonwealth Financial Network to Adam Financial Associates Incleft Feb 13, 2018, registered Mar 27, 2018 (42 days) · Affiliated broker-dealer or bank to independent RIA
Signals
- Anthony Joseph Labrake left Q3 Advisors, Llc for Sequoia Financial Group, L.L.C. (registered 2025-01-31)Jan 7, 2025 · Advisor changed firm · fact
- Anthony Joseph Labrake left Fiduciary Family Office, Llc for Q3 Advisors, Llc (registered 2024-09-30)Jun 24, 2024 · Advisor changed firm · fact
- Anthony Joseph Labrake left Element Pointe Family Office for Fiduciary Family Office, Llc (registered 2024-05-30)May 7, 2024 · Advisor changed firm · fact
- Anthony Joseph Labrake left Facet for Element Pointe Family Office (registered 2023-05-30)May 22, 2023 · 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
- 11derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address