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 Infinity Financial Services Advisory
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 |
|---|---|---|---|---|---|
| Sterling Carmen Hirsch | Infinity Financial Services Advisory independent RIA | Open Water Advisory Partners state registered | RIA to a state-registered adviser | Jul 31, 2026 | Aug 5, 2026 |
| Anna-Marie Ocampo Lovell | Infinity Financial Services Advisory independent RIA | Open Water Advisory Partners state registered | RIA to a state-registered adviser | Jul 31, 2026 | Aug 5, 2026 |
| Mario Reynaldo Reina | Infinity Financial Services Advisory independent RIA | Gwn Securities Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Mar 31, 2025 | Mar 25, 2025 |
| Victor Dwain Jones | Infinity Financial Services Advisory independent RIA | Victor Jones Cpa, Pc state registered | RIA to a state-registered adviser | Apr 10, 2023 | Jun 28, 2023 (79 d) |
| Robert Mather Harbour | Infinity Financial Services Advisory independent RIA | Ebh Financial, Inc. state registered | RIA to a state-registered adviser | Dec 2, 2021 | Nov 29, 2021 |
| Samuel Robert Stroud | Infinity Financial Services Advisory independent RIA | Spc BD affiliated | RIA to affiliated broker-dealer or bank | Nov 10, 2021 | Nov 5, 2021 |
| Connor Michael Mcmahon | Infinity Financial Services Advisory independent RIA | Adero Partners, LLC independent RIA | RIA to RIA | May 4, 2021 | May 1, 2024 (1093 d) |
| Brian Lon Biederman | Infinity Financial Services Advisory independent RIA | Ip Financial Advisory Services LLC independent RIA | RIA to RIA | Dec 11, 2020 | Dec 18, 2020 |
| Robert Michael Bulloch | Infinity Financial Services Advisory independent RIA | Sb Advisory, LLC independent RIA | RIA to RIA | Nov 30, 2020 | Dec 9, 2020 |
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9 moves match.