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

Charles Lee Davis

Hapanowicz Financialindependent RIAPittsburgh, PaIA-onlyIAPD 6916220

Feed of 09/14/2026

Also filed as Trey Davis

At current firm

1 y

since Jul 28, 2025

In the industry

10 y

since Aug 1, 2016 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Hapanowicz Financial independent RIA current
since Jul 28, 2025 · Pittsburgh, Pa
Moralis Technologies, LLC independent RIA
Sep 8, 2022 to May 30, 2025 · Pittsburgh, Pa
Mfa Wealth Advisors, LLC independent RIA
Nov 9, 2021 to May 30, 2025 · Pittsburgh, Pa
Federated Global Investment Management Corp. asset manager
Aug 13, 2021 to Nov 4, 2021 · New York, Ny
Mdt Advisers, A Division Of Federated Mdta LLC asset manager
Jul 9, 2018 to Nov 4, 2021 · Boston, Ma
Federated Investment Counseling institutional
Jun 29, 2018 to Nov 4, 2021 · Pittsburgh, Pa
Federated Securities Corp. no RAUM
Jun 29, 2018 to Nov 4, 2021 · Pittsburgh, Pa

Moves

a registration end followed by a registration begin elsewhere

Mfa Wealth Advisors, LLC to Moralis Technologies, LLC
left May 30, 2025, registered Sep 8, 2022 (-995 days) · RIA to RIA
Moralis Technologies, LLC to Hapanowicz Financial
left May 30, 2025, registered Jul 28, 2025 (59 days) · RIA to RIA
Federated Global Investment Management Corp. to Mfa Wealth Advisors, LLC
left Nov 4, 2021, registered Nov 9, 2021 (5 days) · Other
Mdt Advisers, A Division Of Federated Mdta LLC to Federated Global Investment Management Corp.
left Nov 4, 2021, registered Aug 13, 2021 (-83 days) · channel change inside one enterprise, not a move
Federated Investment Counseling to Mdt Advisers, A Division Of Federated Mdta LLC
left Nov 4, 2021, registered Jul 9, 2018 (-1214 days) · channel change inside one enterprise, not a move
Federated Securities Corp. to Federated Investment Counseling
left Nov 4, 2021, registered Jun 29, 2018 (-1224 days) · channel change inside one enterprise, not a move

Signals

Charles Lee Davis left Mfa Wealth Advisors, Llc for Moralis Technologies, Llc (registered 2022-09-08)
May 30, 2025 · Advisor changed firm · fact
Charles Lee Davis left Moralis Technologies, Llc for Hapanowicz Financial (registered 2025-07-28)
May 30, 2025 · 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: 10derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address