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 Investment 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 |
|---|---|---|---|---|---|
| Forrest Gilbert Chicoine | Fiduciary Wealth Partners, LLC independent RIA | Affinity Investment Group, LLC independent RIA | RIA to RIA | May 11, 2026 | May 15, 2026 |
| James E. Ellis | Trilogy Capital, Inc. independent RIA | Affinity Investment Group, LLC independent RIA | RIA to RIA | Feb 4, 2020 | Feb 20, 2020 |
| Charles Leonard Stephen | MML Investors Services, LLC other | Affinity Investment Group, LLC other | Other | Nov 7, 2002 | Sep 26, 2002 |
Page 1 of 1
3 moves match.