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
Kwasi Boahen Maafoh
Certified Financial Planner
Feed of 09/14/2026
Also filed as Curtis Maafoh
At current firm
2 y
since Jul 1, 2024
In the industry
13 y
since Aug 1, 2013 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
n/a
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Focus Partners Wealth, LLC independent RIA currentsince Jul 1, 2024 · St. Louis, Mo
- Buckingham Strategic Wealth, LLC formerAug 23, 2022 to Nov 14, 2024 · St Louis, Mo
- Creative Planning independent RIAOct 16, 2020 to Jan 12, 2022 · Atlanta, Ga
- Truewealth Management formerJun 24, 2020 to Oct 8, 2020 · Atlanta, Ga
Moves
a registration end followed by a registration begin elsewhere
- Buckingham Strategic Wealth, LLC to Focus Partners Wealth, LLCleft Nov 14, 2024, registered Jul 1, 2024 (-136 days) · corporate re-registration, not a move
- Creative Planning to Buckingham Strategic Wealth, LLCleft Jan 12, 2022, registered Aug 23, 2022 (223 days) · RIA to RIA
- Truewealth Management to Creative Planningleft Oct 8, 2020, registered Oct 16, 2020 (8 days) · RIA to RIA · moved with a team
Signals
- Kwasi Boahen Maafoh left Creative Planning for Buckingham Strategic Wealth, Llc (registered 2022-08-23)Jan 12, 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
- 13derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address