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 First Affirmative Financial Network 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.

AdvisorFromToTypeLeftRegistered
Lev L MandelCambridge Investment Research Advisors, Inc. BD affiliatedFirst Affirmative Financial Network LLC independent RIAAffiliated broker-dealer or bank to independent RIAMay 29, 2026May 26, 2026
Sarah Soliman SolimanCommunitas Financial Planning Pbc state registeredFirst Affirmative Financial Network LLC independent RIAOtherJan 12, 2026Sep 23, 2025
Renee Dubois MorganAdasina Social Capital asset managerFirst Affirmative Financial Network LLC independent RIAOtherOct 22, 2025Jan 1, 2026 (71 d)
Kimberly Sue TerryTransformative Wealth Management LLC unclassifiedFirst Affirmative Financial Network LLC independent RIAOtherOct 7, 2025Oct 9, 2025
Meghan Heather LapeConscious Impact Financial Planning unclassifiedFirst Affirmative Financial Network LLC independent RIAOtherSep 4, 2024Sep 3, 2024
Kenneth Santos Silva-BallardSummit Financial, LLC BD affiliatedFirst Affirmative Financial Network LLC independent RIAAffiliated broker-dealer or bank to independent RIAMar 22, 2023Jan 17, 2024 (301 d)
Laura Marie NowinskiEagle Strategies LLC BD affiliatedFirst Affirmative Financial Network LLC independent RIAAffiliated broker-dealer or bank to independent RIAMar 2, 2023Mar 10, 2023
Collin Brahm ToddNew Outlook Financial, LLC unclassifiedFirst Affirmative Financial Network LLC independent RIAOtherJun 17, 2019Jun 14, 2019
Frederic Paul PerretConcourse Financial Group Advisors otherFirst Affirmative Financial Network LLC otherOtherDec 31, 2017Jan 3, 2018
David MerskyCabana Asset Management otherFirst Affirmative Financial Network LLC independent RIAOtherAug 31, 2017Aug 27, 2018 (361 d)
Kimberly Sue TerryArchvest Wealth Advisors, Inc. no RAUMFirst Affirmative Financial Network LLC otherOtherJan 3, 2017Jan 4, 2017
Renee Dubois MorganBetter World Investments, Inc. unclassifiedFirst Affirmative Financial Network LLC otherOtherDec 31, 2016Jun 3, 2016
Richard Warren TorgersonFinancial West Group otherFirst Affirmative Financial Network LLC otherOtherMay 11, 2015Feb 28, 2003
Andrea Marguerite HamiltonProtected Investors Of America otherFirst Affirmative Financial Network LLC otherOtherMar 31, 2015Apr 1, 2015
Laura Whitney IsanukUBS Financial Services Inc. wirehouseFirst Affirmative Financial Network LLC otherOtherJun 2, 2014Dec 10, 2015 (556 d)
Autumn Rain KruseLincoln Pain Consulting unclassifiedFirst Affirmative Financial Network LLC otherOtherApr 11, 2014Oct 16, 2007
Alan Dale GammelSummit Capital Advisors unclassifiedFirst Affirmative Financial Network LLC otherOtherSep 30, 2010Oct 1, 2010
Brenda Ann MorrisOsaic Fs, Inc. otherFirst Affirmative Financial Network LLC otherOtherAug 28, 2009Oct 14, 2009 (47 d)
Dwain GumpWalnut Street Securities, Inc. otherFirst Affirmative Financial Network LLC otherOtherDec 31, 2006Nov 1, 2006
Dwain GumpWalnut Street Advisers Inc unclassifiedFirst Affirmative Financial Network LLC otherOtherNov 2, 2006Aug 12, 1999
Brenda Lee LenzWalnut Street Securities, Inc. otherFirst Affirmative Financial Network LLC otherOtherMar 16, 2006Jan 2, 2013 (2484 d)
Brenda Lee LenzWalnut Street Advisers Inc unclassifiedFirst Affirmative Financial Network LLC otherOtherMar 15, 2006Aug 11, 1999
Robert Francis PajakWinslow, Evans & Crocker, Inc. otherFirst Affirmative Financial Network LLC otherOtherNov 21, 2005Jul 27, 2007 (613 d)
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23 moves match.