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 Affinia Financial Group, 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 |
|---|---|---|---|---|---|
| Cynthia Rose Haddad | Affinia Financial Group, LLC independent RIA | Sequoia Financial Group, L.L.C. independent RIA | RIA to RIA | Sep 26, 2023 | Sep 25, 2023 |
| Alexandria Morgan Nadworny | Affinia Financial Group, LLC independent RIA | Sequoia Financial Group, L.L.C. independent RIA | RIA to RIA | Sep 26, 2023 | Sep 25, 2023 |
| Dylan Joseph Greene | Affinia Financial Group, LLC independent RIA | Sequoia Financial Group, L.L.C. independent RIA | RIA to RIA | Sep 26, 2023 | Sep 25, 2023 |
| Bennett John Nadworny | Affinia Financial Group, LLC independent RIA | Sequoia Financial Group, L.L.C. independent RIA | RIA to RIA | Sep 26, 2023 | Sep 25, 2023 |
| Patrick Lowell Grasso | Affinia Financial Group, LLC independent RIA | Vision Capital Partners independent RIA | RIA to RIA | Mar 17, 2022 | Aug 9, 2022 (145 d) |
Page 1 of 1
5 moves match.