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
Arrivals at 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 |
|---|---|---|---|---|---|
| Michael Joseph Sicuranza | Milestone Wealth Advisors, Inc. independent RIA | Affinity Wealth Management LLC independent RIA | RIA to RIA | Jan 30, 2018 | Dec 1, 2017 |
| John M Demasi | Pnc Wealth Management other | Affinity Wealth Management LLC other | Other | Apr 24, 2015 | Apr 30, 2015 |
| Brendan John Mcpoyle | Td Ameritrade, Inc. no RAUM | Affinity Wealth Management LLC other | Other | Apr 21, 2006 | May 2, 2006 |
| James Edwin Hall | LPL Financial LLC other | Affinity Wealth Management LLC other | Other | Apr 15, 2003 | May 28, 2003 (43 d) |
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4 moves match.