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.
Advisor moves
Departures from Affinity Wealth Management LLC
A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Brendan John Mcpoyle | Affinity Wealth Management LLC independent RIA | Centaurus Financial, Inc. other | Other | Feb 9, 2018 | Feb 5, 2009 |
| John M Demasi | Affinity Wealth Management LLC other | Cms Wealth Management other | Other | Dec 10, 2015 | Aug 22, 2017 (621 d) |
| Henry Benjamin Supinski | Affinity Wealth Management LLC other | Wealthcare Capital Management LLC independent RIA | Other | Feb 1, 2013 | Nov 18, 2023 (3942 d) |
| Matthew John Riley | Affinity Wealth Management LLC other | Centaurus Financial, Inc. other | Other | Jul 30, 2010 | Oct 14, 2010 (76 d) |
| Michael George Paregian | Affinity Wealth Management LLC other | Tycor Asset Management, Inc. unclassified | Other | Jun 2, 2003 | Aug 19, 2003 (78 d) |
| Frank Coulson Speace | Affinity Wealth Management LLC other | Avantax Advisory Services other | Other | Jun 2, 2003 | Jun 3, 2004 (367 d) |
Page 1 of 1
6 moves match.