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 Aaf 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.

AdvisorFromToTypeLeftRegistered
Julie Anne DrainvilleKintra Wealth, LLC independent RIAAaf Wealth Management, LLC independent RIARIA to RIAJul 7, 2026Sep 6, 2026 (61 d)
Russell Christian AlmstromMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseAaf Wealth Management, LLC independent RIAWirehouse to independent RIAApr 2, 2025Jul 15, 2025 (104 d)
Kevin Patrick HodsonFerris Capital, LLC independent RIAAaf Wealth Management, LLC independent RIARIA to RIAFeb 11, 2019Feb 22, 2019
Emily Bard LevineCommonwealth Financial Network national BDAaf Wealth Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIAMay 16, 2018Feb 7, 2020 (632 d)
Andrew Edmund HammondStrategic Advisers LLC national BDAaf Wealth Management, LLC otherOtherMar 16, 2017May 3, 2017 (48 d)
Jonathan Seth BloomSantander Securities otherAaf Wealth Management, LLC otherOtherOct 3, 2016Oct 26, 2016
Carmen Marie GrinkisU.S. Financial Advisors otherAaf Wealth Management, LLC otherOtherFeb 3, 2016Feb 23, 2016
Brian Andrew JoyceTrustee Empowerment & Protection, Inc. otherAaf Wealth Management, LLC no RAUMOtherOct 1, 2012Jul 24, 2012
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8 moves match.