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 Capital Advisors 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 |
|---|---|---|---|---|---|
| Matthew Kyle Traub | American Summit Financial LLC unclassified | Affinity Capital Advisors LLC independent RIA | Other | Dec 16, 2019 | Dec 10, 2019 |
| Jonathan Manzo-Cardenas | Pacific Private Wealth Management, LLC unclassified | Affinity Capital Advisors LLC independent RIA | Other | Jul 2, 2018 | Feb 26, 2018 |
| Robert Jon Stamps Bradford | Wealthspire Advisors independent RIA | Affinity Capital Advisors LLC independent RIA | RIA to RIA | May 8, 2018 | May 1, 2018 |
| Sean Marcus Kenmore | Morgan Stanley wirehouse | Affinity Capital Advisors LLC other | Other | Jun 19, 2013 | Mar 6, 2017 (1356 d) |
Page 1 of 1
4 moves match.