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 Aaf 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 |
|---|---|---|---|---|---|
| Kyle Bourke | Aaf Wealth Management, LLC independent RIA | Onedigital institutional | Other | Feb 25, 2025 | Mar 11, 2025 |
| Kelli Marie Grew | Aaf Wealth Management, LLC independent RIA | Beacon Financial Planning, Inc independent RIA | RIA to RIA | Mar 21, 2019 | Apr 9, 2019 |
| Brian Andrew Joyce | Aaf Wealth Management, LLC other | Intelligent Investing independent RIA | Other | Apr 11, 2017 | May 10, 2017 |
Page 1 of 1
3 moves match.